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CapWealth Advisors’s BorgWarner BWA Stock Holding History

CapWealth 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
2013
Q4 		– Sell
-568
Closed -$25K – 366
2013
Q3 		$25K Hold
568
– – 0.01% 212
2013
Q2 		$22K Buy
+568
New +$20K 0.01% 216

Other funds holding BWA

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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CapWealth Advisors's BWA Position: Q4 2013 in Review

CapWealth Advisors sold out of BorgWarner (BWA) in Q4 2013, closing a stake of 568 shares — an estimated $25K sold.

CapWealth Advisors first reported a position in BWA in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q3 2013. 472 funds tracked by Wall St. Rank hold BWA as of Q4 2013.

  • CapWealth Advisors reported no remaining BorgWarner position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 568 BorgWarner shares in Q4 2013, an estimated $25K.
  • CapWealth Advisors first reported a position in BorgWarner in Q2 2013 and held it in 2 quarters.
  • CapWealth Advisors's BorgWarner position peaked at $25K in Q3 2013.
  • 472 funds tracked by Wall St. Rank held BorgWarner as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.