Calamos Advisors
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Calamos Advisors’s BorgWarner BWA Stock Holding History

Calamos 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
2014
Q4 		– Sell
-5,808
Closed -$269K – 656
2014
Q3 		$269K Sell
5,808
-123,000
-95% -$6.74M ﹤0.01% 630
2014
Q2 		$7.39M Sell
128,808
-691,291
-84% -$38.1M 0.05% 290
2014
Q1 		$44.4M Sell
820,099
-15,936
-2% -$813K 0.28% 100
2013
Q4 		$41.1M Sell
836,035
-104,471
-11% -$4.84M 0.26% 102
2013
Q3 		$42M Buy
+940,506
New +$39.5M 0.26% 101

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calamos Advisors's BWA Position: Q4 2014 in Review

Calamos Advisors sold out of BorgWarner (BWA) in Q4 2014, closing a stake of 5,808 shares — an estimated $269K sold.

Calamos Advisors first reported a position in BWA in Q3 2013 and held it in 5 quarters. The position peaked at $44.4M in Q1 2014. 535 funds tracked by Wall St. Rank hold BWA as of Q4 2014.

  • Calamos Advisors reported no remaining BorgWarner position as of Q4 2014 after selling out during the quarter.
  • Calamos Advisors sold 5,808 BorgWarner shares in Q4 2014, an estimated $269K.
  • Calamos Advisors first reported a position in BorgWarner in Q3 2013 and held it in 5 quarters.
  • Calamos Advisors's BorgWarner position peaked at $44.4M in Q1 2014.
  • 535 funds tracked by Wall St. Rank held BorgWarner as of Q4 2014.

Based on Calamos Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.