AWMS
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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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return