WCM Investment Management
BW icon

WCM Investment Management’s Babcock & Wilcox BW Stock Holding History

WCM Investment Management’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
2016
Q3 		– Sell
-30,617
Closed -$4.5M – 164
2016
Q2 		$4.5M Buy
+30,617
New +$6.53M 0.07% 88

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FPA
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM Investment Management's BW Position: Q3 2016 in Review

WCM Investment Management sold out of Babcock & Wilcox (BW) in Q3 2016, closing a stake of 30,617 shares — an estimated $4.5M sold.

WCM Investment Management first reported a position in BW in Q2 2016 and held it in 1 quarter. The position peaked at $4.5M in Q2 2016. 164 funds tracked by Wall St. Rank hold BW as of Q3 2016.

  • WCM Investment Management reported no remaining Babcock & Wilcox position as of Q3 2016 after selling out during the quarter.
  • WCM Investment Management sold 30,617 Babcock & Wilcox shares in Q3 2016, an estimated $4.5M.
  • WCM Investment Management first reported a position in Babcock & Wilcox in Q2 2016 and held it in 1 quarter.
  • WCM Investment Management's Babcock & Wilcox position peaked at $4.5M in Q2 2016.
  • 164 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2016.

Based on WCM Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.