Advisory Research’s BorgWarner BWA Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-1,278	Closed	-$69K	–	376
2014 Q1	$69K	Buy	+1,278	New	+$65.2K	﹤0.01%	547

Other funds holding BWA

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisory Research's BWA Position: Q2 2014 in Review

Advisory Research sold out of BorgWarner (BWA) in Q2 2014, closing a stake of 1,278 shares — an estimated $69K sold.

Advisory Research first reported a position in BWA in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 509 funds tracked by Wall St. Rank hold BWA as of Q2 2014.

Advisory Research reported no remaining BorgWarner position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,278 BorgWarner shares in Q2 2014, an estimated $69K.
Advisory Research first reported a position in BorgWarner in Q1 2014 and held it in 1 quarter.
Advisory Research's BorgWarner position peaked at $69K in Q1 2014.
509 funds tracked by Wall St. Rank held BorgWarner as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.