Burt Wealth Advisors’s BorgWarner BWA Stock Holding History

Burt Wealth 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
2016 Q2	–	Sell	-51	Closed	-$2K	–	434
2016 Q1	$2K	Buy	+51	New	+$1.51K	﹤0.01%	444

Other funds holding BWA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Burt Wealth Advisors's BWA Position: Q2 2016 in Review

Burt Wealth Advisors sold out of BorgWarner (BWA) in Q2 2016, closing a stake of 51 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in BWA in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 427 funds tracked by Wall St. Rank hold BWA as of Q2 2016.

Burt Wealth Advisors reported no remaining BorgWarner position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 51 BorgWarner shares in Q2 2016, an estimated $2K.
Burt Wealth Advisors first reported a position in BorgWarner in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's BorgWarner position peaked at $2K in Q1 2016.
427 funds tracked by Wall St. Rank held BorgWarner as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.