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Calamos Wealth Management’s BorgWarner BWA Stock Holding History

Calamos Wealth 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
-13,850
Closed -$795K – 218
2014
Q2 		$795K Buy
13,850
+290
+2% +$16K 0.23% 145
2014
Q1 		$734K Sell
13,560
-2,251
-14% -$115K 0.22% 145
2013
Q4 		$778K Sell
15,811
-361
-2% -$16.7K 0.24% 138
2013
Q3 		$722K Buy
+16,172
New +$679K 0.24% 131

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

Calamos Wealth Management's BWA Position: Q3 2014 in Review

Calamos Wealth Management sold out of BorgWarner (BWA) in Q3 2014, closing a stake of 13,850 shares — an estimated $795K sold.

Calamos Wealth Management first reported a position in BWA in Q3 2013 and held it in 4 quarters. The position peaked at $795K in Q2 2014. 505 funds tracked by Wall St. Rank hold BWA as of Q3 2014.

  • Calamos Wealth Management reported no remaining BorgWarner position as of Q3 2014 after selling out during the quarter.
  • Calamos Wealth Management sold 13,850 BorgWarner shares in Q3 2014, an estimated $795K.
  • Calamos Wealth Management first reported a position in BorgWarner in Q3 2013 and held it in 4 quarters.
  • Calamos Wealth Management's BorgWarner position peaked at $795K in Q2 2014.
  • 505 funds tracked by Wall St. Rank held BorgWarner as of Q3 2014.

Based on Calamos Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.