WFG Advisors’s BWX Technologies BWXT Stock Holding History

WFG Advisors’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
2017 Q2	$11K	Buy	226 +1	+0.4%	+$48	﹤0.01%	1103
2017 Q1	$11K	Hold	225	–	–	﹤0.01%	1033
2016 Q4	$9K	Buy	225 +200	+800%	+$7.77K	﹤0.01%	1133
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	1456
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	1440
2016 Q1	$1K	Hold	25	–	–	﹤0.01%	1399
2015 Q4	$1K	Hold	25	–	–	﹤0.01%	1435
2015 Q3	$1K	Sell	25 -10	-29%	-$255	﹤0.01%	1478
2015 Q2	$1K	Sell	35 -81	-70%	-$1.9K	﹤0.01%	1551
2015 Q1	$3K	Hold	116	–	–	﹤0.01%	1454
2014 Q4	$3K	Sell	116 -10,232	-99%	-$214K	﹤0.01%	1752
2014 Q3	$205K	Sell	10,348 -11,756	-53%	-$254K	0.04%	442
2014 Q2	$513K	Sell	22,104 -25,620	-54%	-$608K	0.1%	254
2014 Q1	$1.13M	Sell	47,724 -3,815	-7%	-$92.1K	0.23%	96
2013 Q4	$1.26M	Sell	51,539 -33,280	-39%	-$780K	0.18%	134
2013 Q3	$2.05M	Buy	84,819 +2,512	+3%	+$56.9K	0.32%	67
2013 Q2	$1.77M	Buy	+82,307	New	+$1.67M	0.29%	75

Other funds holding BWXT

T. Rowe Price Associates

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

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

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors

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

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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