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Advantage Investment Management’s BorgWarner BWA Stock Holding History

Advantage Investment Management’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-60
Closed -$2K – 925
2018
Q4 		$2K Buy
+60
New +$2.01K ﹤0.01% 889
2018
Q3 		– Sell
-575
Closed -$22K – 1012
2018
Q2 		$22K Sell
575
-5,796
-91% -$255K 0.02% 518
2018
Q1 		$282K Sell
6,371
-4,226
-40% -$196K 0.11% 132
2017
Q4 		$477K Buy
10,597
+90
+0.9% +$4.16K 0.15% 114
2017
Q3 		$474K Buy
10,507
+159
+2% +$6.49K 0.15% 107
2017
Q2 		$386K Buy
10,348
+477
+5% +$17.3K 0.13% 115
2017
Q1 		$363K Buy
9,871
+1,301
+15% +$47.4K 0.14% 114
2016
Q4 		$298K Buy
8,570
+432
+5% +$13.9K 0.11% 122
2016
Q3 		$252K Buy
8,138
+7,199
+767% +$212K 0.09% 121
2016
Q2 		$24K Buy
939
+245
+35% +$7.41K 0.01% 452
2016
Q1 		$23K Buy
+694
New +$20.6K 0.01% 437

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Advantage Investment Management's BWA Position: Q1 2019 in Review

Advantage Investment Management sold out of BorgWarner (BWA) in Q1 2019, closing a stake of 60 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in BWA in Q1 2016 and held it in 11 quarters. The position peaked at $477K in Q4 2017. 524 funds tracked by Wall St. Rank hold BWA as of Q1 2019.

  • Advantage Investment Management reported no remaining BorgWarner position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 60 BorgWarner shares in Q1 2019, an estimated $2K.
  • Advantage Investment Management first reported a position in BorgWarner in Q1 2016 and held it in 11 quarters.
  • Advantage Investment Management's BorgWarner position peaked at $477K in Q4 2017.
  • 524 funds tracked by Wall St. Rank held BorgWarner as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.