Calvert Investment Management’s BorgWarner BWA Stock Holding History

Calvert Investment 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
2017 Q1	–	Sell	-16,163	Closed	-$561K	–	105
2016 Q4	$561K	Sell	16,163 -2,015	-11%	-$65K	0.02%	520
2016 Q3	$563K	Buy	18,178 +1,158	+7%	+$34.1K	0.02%	511
2016 Q2	$442K	Buy	17,020 +1,389	+9%	+$42K	0.02%	535
2016 Q1	$528K	Buy	15,631 +1,316	+9%	+$39K	0.02%	466
2015 Q4	$545K	Buy	14,315 +3,596	+34%	+$135K	0.02%	433
2015 Q3	$392K	Buy	10,719 +557	+5%	+$23.2K	0.02%	404
2015 Q2	$508K	Sell	10,162 -906	-8%	-$48.3K	0.02%	362
2015 Q1	$589K	Buy	11,068 +889	+9%	+$45.3K	0.04%	318
2014 Q4	$492K	Buy	10,179 +638	+7%	+$31.1K	0.03%	338
2014 Q3	$442K	Buy	+9,541	New	+$523K	0.03%	351

Other funds holding BWA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

ATO

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

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

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

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

Calvert Investment Management's BWA Position: Q1 2017 in Review

Calvert Investment Management sold out of BorgWarner (BWA) in Q1 2017, closing a stake of 16,163 shares — an estimated $561K sold.

Calvert Investment Management first reported a position in BWA in Q3 2014 and held it in 10 quarters. The position peaked at $589K in Q1 2015. 530 funds tracked by Wall St. Rank hold BWA as of Q1 2017.

Calvert Investment Management reported no remaining BorgWarner position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 16,163 BorgWarner shares in Q1 2017, an estimated $561K.
Calvert Investment Management first reported a position in BorgWarner in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's BorgWarner position peaked at $589K in Q1 2015.
530 funds tracked by Wall St. Rank held BorgWarner as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.