Calton & Associates’s BorgWarner BWA Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-3,041	Closed	-$150K	–	464
2017 Q4	$150K	Buy	+3,041	New	+$141K	0.04%	401

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

ATO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Calton & Associates's BWA Position: Q1 2018 in Review

Calton & Associates sold out of BorgWarner (BWA) in Q1 2018, closing a stake of 3,041 shares — an estimated $150K sold.

Calton & Associates first reported a position in BWA in Q4 2017 and held it in 1 quarter. The position peaked at $150K in Q4 2017. 583 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

Calton & Associates reported no remaining BorgWarner position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 3,041 BorgWarner shares in Q1 2018, an estimated $150K.
Calton & Associates first reported a position in BorgWarner in Q4 2017 and held it in 1 quarter.
Calton & Associates's BorgWarner position peaked at $150K in Q4 2017.
583 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.