BIM
BWA icon

BRC Investment Management’s BorgWarner BWA Stock Holding History

BRC 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
2014
Q3 		– Sell
-22,270
Closed -$1.28M – 122
2014
Q2 		$1.28M Sell
22,270
-241,719
-92% -$13.3M 0.18% 50
2014
Q1 		$14.3M Sell
263,989
-2,897
-1% -$148K 2.25% 24
2013
Q4 		$13.1M Sell
266,886
-64,422
-19% -$2.98M 2.14% 25
2013
Q3 		$14.8M Sell
331,308
-31,889
-9% -$1.34M 2.24% 22
2013
Q2 		$13.8M Buy
+363,197
New +$12.8M 2.47% 15

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

BRC Investment Management's BWA Position: Q3 2014 in Review

BRC Investment Management sold out of BorgWarner (BWA) in Q3 2014, closing a stake of 22,270 shares — an estimated $1.28M sold.

BRC Investment Management first reported a position in BWA in Q2 2013 and held it in 5 quarters. The position peaked at $14.8M in Q3 2013. 505 funds tracked by Wall St. Rank hold BWA as of Q3 2014.

  • BRC Investment Management reported no remaining BorgWarner position as of Q3 2014 after selling out during the quarter.
  • BRC Investment Management sold 22,270 BorgWarner shares in Q3 2014, an estimated $1.28M.
  • BRC Investment Management first reported a position in BorgWarner in Q2 2013 and held it in 5 quarters.
  • BRC Investment Management's BorgWarner position peaked at $14.8M in Q3 2013.
  • 505 funds tracked by Wall St. Rank held BorgWarner as of Q3 2014.

Based on BRC Investment Management's 13F filing for Q3 2014, filed 21 Oct 2014.