Wealthspire Advisors (Maryland)’s BWX Technologies BWXT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-312	Closed	-$15K	–	686
2019 Q1	$15K	Sell	312 -35	-10%	-$1.66K	﹤0.01%	1381
2018 Q4	$13K	Buy	347 +246	+244%	+$12.2K	﹤0.01%	1367
2018 Q3	$6K	Hold	101	–	–	﹤0.01%	1714
2018 Q2	$6K	Buy	101 +11	+12%	+$732	﹤0.01%	1704
2018 Q1	$6K	Hold	90	–	–	﹤0.01%	1725
2017 Q4	$5K	Sell	90 -266	-75%	-$16K	﹤0.01%	1814
2017 Q3	$20K	Sell	356 -8	-2%	-$424	﹤0.01%	1296
2017 Q2	$18K	Buy	364 +11	+3%	+$533	﹤0.01%	1306
2017 Q1	$17K	Buy	353 +11	+3%	+$480	﹤0.01%	1139
2016 Q4	$14K	Hold	342	–	–	﹤0.01%	1110
2016 Q3	$13K	Hold	342	–	–	﹤0.01%	1177
2016 Q2	$12K	Buy	342 +308	+906%	+$10.5K	﹤0.01%	1153
2016 Q1	$1K	Hold	34	–	–	﹤0.01%	1628
2015 Q4	$1K	Buy	+34	New	+$1K	﹤0.01%	1599

Other funds holding BWXT

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BWXT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BWX Technologies (BWXT) in Q2 2019, closing a stake of 312 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in BWXT in Q4 2015 and held it in 14 quarters. The position peaked at $20K in Q3 2017. 262 funds tracked by Wall St. Rank hold BWXT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining BWX Technologies position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 312 BWX Technologies shares in Q2 2019, an estimated $15K.
Wealthspire Advisors (Maryland) first reported a position in BWX Technologies in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s BWX Technologies position peaked at $20K in Q3 2017.
262 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.