Wealthfront’s BWX Technologies BWXT Stock Holding History

Wealthfront’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
2014 Q4	–	Sell	-73	Closed	-$1K	–	708
2014 Q3	$1K	Buy	+73	New	+$1.58K	﹤0.01%	631

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's BWXT Position: Q4 2014 in Review

Wealthfront sold out of BWX Technologies (BWXT) in Q4 2014, closing a stake of 73 shares — an estimated $1K sold.

Wealthfront first reported a position in BWXT in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 211 funds tracked by Wall St. Rank hold BWXT as of Q4 2014.

Wealthfront reported no remaining BWX Technologies position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 73 BWX Technologies shares in Q4 2014, an estimated $1K.
Wealthfront first reported a position in BWX Technologies in Q3 2014 and held it in 1 quarter.
Wealthfront's BWX Technologies position peaked at $1K in Q3 2014.
211 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.