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Avantax Planning Partners’s BorgWarner BWA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-117
Closed -$4K – 410
2018
Q3 		$4K Buy
+117
New +$4.6K ﹤0.01% 1146
2018
Q2 		– Sell
-241
Closed -$10K – 412
2018
Q1 		$10K Buy
+241
New +$11.2K ﹤0.01% 1040

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JP Morgan Chase
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Harris Associates
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ATO
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BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Avantax Planning Partners's BWA Position: Q4 2018 in Review

Avantax Planning Partners sold out of BorgWarner (BWA) in Q4 2018, closing a stake of 117 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in BWA in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 524 funds tracked by Wall St. Rank hold BWA as of Q4 2018.

  • Avantax Planning Partners reported no remaining BorgWarner position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 117 BorgWarner shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in BorgWarner in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's BorgWarner position peaked at $10K in Q1 2018.
  • 524 funds tracked by Wall St. Rank held BorgWarner as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.