C-J Advisory’s BorgWarner BWA Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-165	Closed	-$5K	–	64
2019 Q3	$5K	Buy	165 +64	+63%	+$2.06K	﹤0.01%	144
2019 Q2	$4K	Hold	101	–	–	﹤0.01%	155
2019 Q1	$4K	Hold	101	–	–	﹤0.01%	168
2018 Q4	$3K	Hold	101	–	–	﹤0.01%	146
2018 Q3	$4K	Hold	101	–	–	﹤0.01%	152
2018 Q2	$4K	Hold	101	–	–	﹤0.01%	150
2018 Q1	$4K	Hold	101	–	–	﹤0.01%	143
2017 Q4	$5K	Sell	101 -340	-77%	-$15.7K	﹤0.01%	132
2017 Q3	$20K	Hold	441	–	–	0.01%	76
2017 Q2	$16K	Buy	441 +34	+8%	+$1.23K	0.01%	87
2017 Q1	$15K	Buy	407 +137	+51%	+$4.99K	0.01%	92
2016 Q4	$9K	Sell	270 -168	-38%	-$5.42K	0.01%	105
2016 Q3	$14K	Buy	+438	New	+$12.9K	0.01%	94

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

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

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

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

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ATO

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

C-J Advisory's BWA Position: Q4 2019 in Review

C-J Advisory sold out of BorgWarner (BWA) in Q4 2019, closing a stake of 165 shares — an estimated $5K sold.

C-J Advisory first reported a position in BWA in Q3 2016 and held it in 13 quarters. The position peaked at $20K in Q3 2017. 517 funds tracked by Wall St. Rank hold BWA as of Q4 2019.

C-J Advisory reported no remaining BorgWarner position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 165 BorgWarner shares in Q4 2019, an estimated $5K.
C-J Advisory first reported a position in BorgWarner in Q3 2016 and held it in 13 quarters.
C-J Advisory's BorgWarner position peaked at $20K in Q3 2017.
517 funds tracked by Wall St. Rank held BorgWarner as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.