Cambridge Advisors’s BorgWarner BWA Stock Holding History

Cambridge 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
2019 Q3	–	Sell	-5,998	Closed	-$222K	–	141
2019 Q2	$222K	Hold	5,998	–	–	0.07%	128
2019 Q1	$203K	Buy	+5,998	New	+$208K	0.07%	129
2018 Q4	–	Sell	-5,998	Closed	-$226K	–	138
2018 Q3	$226K	Sell	5,998 -795	-12%	-$31.2K	0.08%	128
2018 Q2	$258K	Hold	6,793	–	–	0.09%	122
2018 Q1	$300K	Sell	6,793 -795	-10%	-$36.9K	0.11%	114
2017 Q4	$341K	Hold	7,588	–	–	0.12%	110
2017 Q3	$342K	Hold	7,588	–	–	0.13%	109
2017 Q2	$283K	Buy	7,588 +942	+14%	+$34.2K	0.11%	113
2017 Q1	$244K	Hold	6,646	–	–	0.1%	117
2016 Q4	$231K	Hold	6,646	–	–	0.1%	120
2016 Q3	$206K	Buy	+6,646	New	+$196K	0.09%	124

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Cambridge Advisors's BWA Position: Q3 2019 in Review

Cambridge Advisors sold out of BorgWarner (BWA) in Q3 2019, closing a stake of 5,998 shares — an estimated $222K sold.

Cambridge Advisors first reported a position in BWA in Q3 2016 and held it in 11 quarters. The position peaked at $342K in Q3 2017. 492 funds tracked by Wall St. Rank hold BWA as of Q3 2019.

Cambridge Advisors reported no remaining BorgWarner position as of Q3 2019 after selling out during the quarter.
Cambridge Advisors sold 5,998 BorgWarner shares in Q3 2019, an estimated $222K.
Cambridge Advisors first reported a position in BorgWarner in Q3 2016 and held it in 11 quarters.
Cambridge Advisors's BorgWarner position peaked at $342K in Q3 2017.
492 funds tracked by Wall St. Rank held BorgWarner as of Q3 2019.

Based on Cambridge Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.