Advocacy Wealth Management Services’s BorgWarner BWA Stock Holding History

Advocacy Wealth Management Services’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	-415	Closed	-$13K	–	136
2018 Q4	$13K	Hold	415	–	–	0.01%	104
2018 Q3	$16K	Hold	415	–	–	0.01%	102
2018 Q2	$16K	Hold	415	–	–	0.01%	101
2018 Q1	$18K	Sell	415 -27	-6%	-$1.25K	0.01%	96
2017 Q4	$20K	Sell	442 -151	-25%	-$6.98K	0.01%	108
2017 Q3	$27K	Hold	593	–	–	0.01%	104
2017 Q2	$22K	Hold	593	–	–	0.01%	126
2017 Q1	$22K	Hold	593	–	–	0.01%	143
2016 Q4	$21K	Buy	593 +28	+5%	+$903	0.01%	139
2016 Q3	$17K	Hold	565	–	–	0.01%	225
2016 Q2	$15K	Sell	565 -45	-7%	-$1.36K	0.01%	264
2016 Q1	$21K	Buy	610 +287	+89%	+$8.51K	0.01%	284
2015 Q4	$12K	Buy	+323	New	+$12.1K	0.01%	321

Other funds holding BWA

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Advocacy Wealth Management Services's BWA Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of BorgWarner (BWA) in Q1 2019, closing a stake of 415 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in BWA in Q4 2015 and held it in 13 quarters. The position peaked at $27K in Q3 2017. 524 funds tracked by Wall St. Rank hold BWA as of Q1 2019.

Advocacy Wealth Management Services reported no remaining BorgWarner position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 415 BorgWarner shares in Q1 2019, an estimated $13K.
Advocacy Wealth Management Services first reported a position in BorgWarner in Q4 2015 and held it in 13 quarters.
Advocacy Wealth Management Services's BorgWarner position peaked at $27K in Q3 2017.
524 funds tracked by Wall St. Rank held BorgWarner as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.