Broadview Advisors’s BorgWarner BWA Stock Holding History

Broadview Advisors’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 Q3	–	Sell	-13,973	Closed	-$521K	–	101
2017 Q2	$521K	Sell	13,973 -16,358	-54%	-$593K	0.08%	90
2017 Q1	$1.12M	Hold	30,331	–	–	0.15%	85
2016 Q4	$1.05M	Hold	30,331	–	–	0.14%	82
2016 Q3	$939K	Buy	30,331 +12,609	+71%	+$372K	0.13%	78
2016 Q2	$461K	Sell	17,722 -6,248	-26%	-$189K	0.07%	92
2016 Q1	$810K	Hold	23,970	–	–	0.12%	81
2015 Q4	$912K	Buy	+23,970	New	+$900K	0.13%	81

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Broadview Advisors's BWA Position: Q3 2017 in Review

Broadview Advisors sold out of BorgWarner (BWA) in Q3 2017, closing a stake of 13,973 shares — an estimated $521K sold.

Broadview Advisors first reported a position in BWA in Q4 2015 and held it in 7 quarters. The position peaked at $1.12M in Q1 2017. 560 funds tracked by Wall St. Rank hold BWA as of Q3 2017.

Broadview Advisors reported no remaining BorgWarner position as of Q3 2017 after selling out during the quarter.
Broadview Advisors sold 13,973 BorgWarner shares in Q3 2017, an estimated $521K.
Broadview Advisors first reported a position in BorgWarner in Q4 2015 and held it in 7 quarters.
Broadview Advisors's BorgWarner position peaked at $1.12M in Q1 2017.
560 funds tracked by Wall St. Rank held BorgWarner as of Q3 2017.

Based on Broadview Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.