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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WFG Advisors's BWXT Position: Q2 2017 in Review

WFG Advisors increased its BWX Technologies (BWXT) stake by 0.44% in Q2 2017, buying an estimated $48 and bringing the position to 226 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

WFG Advisors first reported a position in BWXT in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.05M in Q3 2013. 265 funds tracked by Wall St. Rank hold BWXT as of Q2 2017.

WFG Advisors held 226 shares of BWX Technologies worth $11K as of Q2 2017.
WFG Advisors bought 1 BWX Technologies share in Q2 2017, an estimated $48.
BWX Technologies made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1103 holding.
WFG Advisors first reported a position in BWX Technologies in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's BWX Technologies position peaked at $2.05M in Q3 2013.
265 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.