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Chartwell Investment Partners’s BorgWarner BWA Stock Holding History

Chartwell Investment Partners’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
-18,420
Closed -$640K – 412
2016
Q4 		$640K Buy
18,420
+4,459
+32% +$144K 0.02% 396
2016
Q3 		$432K Hold
13,961
– – 0.01% 408
2016
Q2 		$363K Hold
13,961
– – 0.01% 393
2016
Q1 		$472K Buy
+13,961
New +$414K 0.01% 311

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BlackRock
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Boston Partners
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State Street
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Diamond Hill Capital Management
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Chartwell Investment Partners's BWA Position: Q1 2017 in Review

Chartwell Investment Partners sold out of BorgWarner (BWA) in Q1 2017, closing a stake of 18,420 shares — an estimated $640K sold.

Chartwell Investment Partners first reported a position in BWA in Q1 2016 and held it in 4 quarters. The position peaked at $640K in Q4 2016. 529 funds tracked by Wall St. Rank hold BWA as of Q1 2017.

  • Chartwell Investment Partners reported no remaining BorgWarner position as of Q1 2017 after selling out during the quarter.
  • Chartwell Investment Partners sold 18,420 BorgWarner shares in Q1 2017, an estimated $640K.
  • Chartwell Investment Partners first reported a position in BorgWarner in Q1 2016 and held it in 4 quarters.
  • Chartwell Investment Partners's BorgWarner position peaked at $640K in Q4 2016.
  • 529 funds tracked by Wall St. Rank held BorgWarner as of Q1 2017.

Based on Chartwell Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.