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Cumberland Partners’s BorgWarner BWA Stock Holding History

Cumberland 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
2014
Q1 		– Sell
-76,271
Closed -$3.75M – 52
2013
Q4 		$3.75M Hold
76,271
– – 0.41% 36
2013
Q3 		$3.4M Sell
76,271
-3,590
-4% -$151K 0.42% 40
2013
Q2 		$3.03M Buy
+79,861
New +$2.81M 0.39% 42

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Artisan Partners
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Harris Associates
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Winslow Capital Management
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cumberland Partners's BWA Position: Q1 2014 in Review

Cumberland Partners sold out of BorgWarner (BWA) in Q1 2014, closing a stake of 76,271 shares — an estimated $3.75M sold.

Cumberland Partners first reported a position in BWA in Q2 2013 and held it in 3 quarters. The position peaked at $3.75M in Q4 2013. 482 funds tracked by Wall St. Rank hold BWA as of Q1 2014.

  • Cumberland Partners reported no remaining BorgWarner position as of Q1 2014 after selling out during the quarter.
  • Cumberland Partners sold 76,271 BorgWarner shares in Q1 2014, an estimated $3.75M.
  • Cumberland Partners first reported a position in BorgWarner in Q2 2013 and held it in 3 quarters.
  • Cumberland Partners's BorgWarner position peaked at $3.75M in Q4 2013.
  • 482 funds tracked by Wall St. Rank held BorgWarner as of Q1 2014.

Based on Cumberland Partners's 13F filing for Q1 2014, filed 8 Apr 2014.