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Wagner Wealth Management (South Carolina)’s BWX Technologies BWXT Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$13K Hold
214
– – 0.01% 391
2018
Q2 		$13K Hold
214
– – 0.01% 360
2018
Q1 		$14K Buy
214
+45
+27% +$2.85K 0.01% 322
2017
Q4 		$15K Buy
+169
New +$10.2K 0.01% 343

Other funds holding BWXT

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BWXT Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its BWX Technologies (BWXT) position steady in Q3 2018 at 214 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #391.

Wagner Wealth Management (South Carolina) first reported a position in BWXT in Q4 2017 and has held it in 4 quarters since. The position peaked at $15K in Q4 2017. 275 funds tracked by Wall St. Rank hold BWXT as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 214 shares of BWX Technologies worth $13K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its BWX Technologies share count unchanged in Q3 2018.
  • BWX Technologies made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #391 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in BWX Technologies in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s BWX Technologies position peaked at $15K in Q4 2017.
  • 275 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.