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Simply Money Advisors’s BWX Technologies BWXT Stock Holding History

Simply Money Advisors’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-85
Closed -$2K – 151
2013
Q2 		$2K Buy
+85
New +$1.73K ﹤0.01% 381

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simply Money Advisors's BWXT Position: Q3 2013 in Review

Simply Money Advisors sold out of BWX Technologies (BWXT) in Q3 2013, closing a stake of 85 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in BWXT in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 226 funds tracked by Wall St. Rank hold BWXT as of Q3 2013.

  • Simply Money Advisors reported no remaining BWX Technologies position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 85 BWX Technologies shares in Q3 2013, an estimated $2K.
  • Simply Money Advisors first reported a position in BWX Technologies in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's BWX Technologies position peaked at $2K in Q2 2013.
  • 226 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.