Archford Capital Strategies’s BorgWarner BWA Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-92	Closed	-$3K	–	255
2019 Q2	$3K	Hold	92	–	–	﹤0.01%	496
2019 Q1	$3K	Hold	92	–	–	﹤0.01%	464
2018 Q4	$3K	Hold	92	–	–	﹤0.01%	434
2018 Q3	$3K	Hold	92	–	–	﹤0.01%	467
2018 Q2	$3K	Hold	92	–	–	﹤0.01%	521
2018 Q1	$4K	Buy	+92	New	+$4.28K	﹤0.01%	406
2017 Q2	–	Sell	-92	Closed	-$3K	–	257
2017 Q1	$3K	Buy	+92	New	+$3.35K	﹤0.01%	530
2016 Q4	–	Sell	-92	Closed	-$2K	–	661
2016 Q3	$2K	Sell	92 -92	-50%	-$2.71K	﹤0.01%	519
2016 Q2	$4K	Buy	+184	New	+$5.57K	﹤0.01%	504
2016 Q1	–	Sell	-184	Closed	-$8K	–	238
2015 Q4	$8K	Sell	184 -957	-84%	-$35.9K	﹤0.01%	471
2015 Q3	$42K	Buy	1,141 +110	+11%	+$4.57K	0.03%	199
2015 Q2	$51K	Hold	1,031	–	–	0.04%	193
2015 Q1	$54.9K	Hold	1,031	–	–	0.04%	198
2014 Q4	$50K	Hold	1,031	–	–	0.04%	206
2014 Q3	$48K	Sell	1,031 -127	-11%	-$6.96K	0.04%	212
2014 Q2	$66.4K	Sell	1,158 -31	-3%	-$1.71K	0.05%	190
2014 Q1	$64.4K	Buy	+1,189	New	+$60.6K	0.05%	194

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 $3.38T AUM 44.17% 1-Year Est. Return

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 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Archford Capital Strategies's BWA Position: Q3 2019 in Review

Archford Capital Strategies sold out of BorgWarner (BWA) in Q3 2019, closing a stake of 92 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in BWA in Q1 2014 and held it in 17 quarters. The position peaked at $66.4K in Q2 2014. 492 funds tracked by Wall St. Rank hold BWA as of Q3 2019.

Archford Capital Strategies reported no remaining BorgWarner position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 92 BorgWarner shares in Q3 2019, an estimated $3K.
Archford Capital Strategies first reported a position in BorgWarner in Q1 2014 and held it in 17 quarters.
Archford Capital Strategies's BorgWarner position peaked at $66.4K in Q2 2014.
492 funds tracked by Wall St. Rank held BorgWarner as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.