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Avidian Wealth Enterprises’s BorgWarner BWA Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-12,653
Closed -$559K – 103
2018
Q1 		$559K Buy
+12,653
New +$588K 0.19% 46

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avidian Wealth Enterprises's BWA Position: Q2 2018 in Review

Avidian Wealth Enterprises sold out of BorgWarner (BWA) in Q2 2018, closing a stake of 12,653 shares — an estimated $559K sold.

Avidian Wealth Enterprises first reported a position in BWA in Q1 2018 and held it in 1 quarter. The position peaked at $559K in Q1 2018. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2018.

  • Avidian Wealth Enterprises reported no remaining BorgWarner position as of Q2 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,653 BorgWarner shares in Q2 2018, an estimated $559K.
  • Avidian Wealth Enterprises first reported a position in BorgWarner in Q1 2018 and held it in 1 quarter.
  • Avidian Wealth Enterprises's BorgWarner position peaked at $559K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2018, filed 14 Aug 2018.