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Alera Investment Advisors’s BorgWarner BWA Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-179
Closed -$6K – 216
2019
Q1 		$6K Buy
179
+34
+23% +$1.18K ﹤0.01% 577
2018
Q4 		$4K Buy
+145
New +$4.86K ﹤0.01% 628

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 $3.38T AUM 44.17% 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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Alera Investment Advisors's BWA Position: Q2 2019 in Review

Alera Investment Advisors sold out of BorgWarner (BWA) in Q2 2019, closing a stake of 179 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in BWA in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 513 funds tracked by Wall St. Rank hold BWA as of Q2 2019.

  • Alera Investment Advisors reported no remaining BorgWarner position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 179 BorgWarner shares in Q2 2019, an estimated $6K.
  • Alera Investment Advisors first reported a position in BorgWarner in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's BorgWarner position peaked at $6K in Q1 2019.
  • 513 funds tracked by Wall St. Rank held BorgWarner as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.