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Credential Securities’s BorgWarner BWA Stock Holding History

Credential Securities’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
-150
Closed -$6.74K – 279
2017
Q4 		$6.74K Sell
150
-10,892
-99% -$504K ﹤0.01% 243
2017
Q3 		$498K Sell
11,042
-5,095
-32% -$208K 0.13% 120
2017
Q2 		$586K Buy
16,137
+1,262
+8% +$45.8K 0.18% 110
2017
Q1 		$547K Buy
14,875
+286
+2% +$10.4K 0.19% 110
2016
Q4 		$506K Buy
14,589
+421
+3% +$13.6K 0.2% 115
2016
Q3 		$439K Buy
14,168
+836
+6% +$24.6K 0.2% 119
2016
Q2 		$346K Buy
13,332
+679
+5% +$20.5K 0.18% 130
2016
Q1 		$427K Buy
12,653
+1,028
+9% +$30.5K 0.25% 117
2015
Q4 		$442K Buy
11,625
+515
+5% +$19.3K 0.29% 104
2015
Q3 		$407K Buy
11,110
+1,104
+11% +$45.9K 0.28% 102
2015
Q2 		$500K Buy
10,006
+979
+11% +$52.2K 0.32% 100
2015
Q1 		$481K Buy
9,027
+836
+10% +$42.6K 0.31% 94
2014
Q4 		$396K Buy
8,191
+3,611
+79% +$176K 0.26% 101
2014
Q3 		$219K Buy
4,580
+281
+7% +$15.4K 0.15% 127
2014
Q2 		$247K Buy
4,299
+266
+7% +$14.6K 0.16% 126
2014
Q1 		$218K Buy
+4,033
New +$206K 0.16% 124

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Credential Securities's BWA Position: Q1 2018 in Review

Credential Securities sold out of BorgWarner (BWA) in Q1 2018, closing a stake of 150 shares — an estimated $6.74K sold.

Credential Securities first reported a position in BWA in Q1 2014 and held it in 16 quarters. The position peaked at $586K in Q2 2017. 584 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

  • Credential Securities reported no remaining BorgWarner position as of Q1 2018 after selling out during the quarter.
  • Credential Securities sold 150 BorgWarner shares in Q1 2018, an estimated $6.74K.
  • Credential Securities first reported a position in BorgWarner in Q1 2014 and held it in 16 quarters.
  • Credential Securities's BorgWarner position peaked at $586K in Q2 2017.
  • 584 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on Credential Securities's 13F filing for Q1 2018, filed 21 Jul 2025.