Sound Income Strategies’s Babcock & Wilcox BW Stock Holding History

Sound Income Strategies’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1	Closed	–	–	681
2018 Q4	$0	Hold	1	–	–	﹤0.01%	681
2018 Q3	$0	Buy	+1	New	+$17	﹤0.01%	703

Other funds holding BW

SPH

Steel Partners Holdings New York $96.4M AUM

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCM

SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

Sound Income Strategies's BW Position: Q1 2019 in Review

Sound Income Strategies sold out of Babcock & Wilcox (BW) in Q1 2019, closing a stake of 1 share.

Sound Income Strategies first reported a position in BW in Q3 2018 and held it in 2 quarters. The position peaked at $0 in Q4 2018. 86 funds tracked by Wall St. Rank hold BW as of Q1 2019.

Sound Income Strategies reported no remaining Babcock & Wilcox position as of Q1 2019 after selling out during the quarter.
Sound Income Strategies sold 1 Babcock & Wilcox share in Q1 2019.
Sound Income Strategies first reported a position in Babcock & Wilcox in Q3 2018 and held it in 2 quarters.
Sound Income Strategies's Babcock & Wilcox position peaked at $0 in Q4 2018.
86 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2019.

Based on Sound Income Strategies's 13F filing for Q1 2019, filed 4 Apr 2019.