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Bellwether Investment Group’s BorgWarner BWA Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-162
Closed -$6K – 147
2017
Q1 		$6K Sell
162
-6
-4% -$219 0.02% 581
2016
Q4 		$6K Buy
+168
New +$5.42K 0.01% 743

Other funds holding BWA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bellwether Investment Group's BWA Position: Q2 2017 in Review

Bellwether Investment Group sold out of BorgWarner (BWA) in Q2 2017, closing a stake of 162 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in BWA in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 514 funds tracked by Wall St. Rank hold BWA as of Q2 2017.

  • Bellwether Investment Group reported no remaining BorgWarner position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 162 BorgWarner shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in BorgWarner in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's BorgWarner position peaked at $6K in Q1 2017.
  • 514 funds tracked by Wall St. Rank held BorgWarner as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.