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Beese Fulmer Investment Management’s BorgWarner BWA Stock Holding History

Beese Fulmer Investment Management’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
2015
Q2 		– Sell
-3,881
Closed -$207K – 145
2015
Q1 		$207K Buy
+3,881
New +$198K 0.07% 127
2014
Q3 		– Sell
-3,881
Closed -$223K – 158
2014
Q2 		$223K Hold
3,881
– – 0.07% 140
2014
Q1 		$210K Buy
+3,881
New +$198K 0.07% 142

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Beese Fulmer Investment Management's BWA Position: Q2 2015 in Review

Beese Fulmer Investment Management sold out of BorgWarner (BWA) in Q2 2015, closing a stake of 3,881 shares — an estimated $207K sold.

Beese Fulmer Investment Management first reported a position in BWA in Q1 2014 and held it in 3 quarters. The position peaked at $223K in Q2 2014. 519 funds tracked by Wall St. Rank hold BWA as of Q2 2015.

  • Beese Fulmer Investment Management reported no remaining BorgWarner position as of Q2 2015 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,881 BorgWarner shares in Q2 2015, an estimated $207K.
  • Beese Fulmer Investment Management first reported a position in BorgWarner in Q1 2014 and held it in 3 quarters.
  • Beese Fulmer Investment Management's BorgWarner position peaked at $223K in Q2 2014.
  • 519 funds tracked by Wall St. Rank held BorgWarner as of Q2 2015.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2015, filed 14 Jul 2015.