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Wealthspire Advisors (Maryland)’s Babcock & Wilcox BW Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-43
Closed -$1K – 2389
2018
Q2 		$1K Sell
43
-21
-33% -$558 ﹤0.01% 2283
2018
Q1 		$3K Buy
+64
New +$3.71K ﹤0.01% 1994
2017
Q4 		– Sell
-1
Closed – – 2444
2017
Q3 		$0 Hold
1
– – ﹤0.01% 2266
2017
Q2 		$0 Hold
1
– – ﹤0.01% 2199
2017
Q1 		$0 Hold
1
– – ﹤0.01% 1923
2016
Q4 		$0 Sell
1
-2
-67% -$319 ﹤0.01% 1755
2016
Q3 		$0 Hold
3
– – ﹤0.01% 1733
2016
Q2 		$0 Hold
3
– – ﹤0.01% 1696
2016
Q1 		$1K Hold
3
– – ﹤0.01% 1626
2015
Q4 		$1K Buy
+3
New +$547 ﹤0.01% 1598

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BW Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Babcock & Wilcox (BW) in Q3 2018, closing a stake of 43 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in BW in Q4 2015 and held it in 10 quarters. The position peaked at $3K in Q1 2018. 98 funds tracked by Wall St. Rank hold BW as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Babcock & Wilcox position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 43 Babcock & Wilcox shares in Q3 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Babcock & Wilcox in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Babcock & Wilcox position peaked at $3K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.