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Ecofin Advisors’s BorgWarner BWA Stock Holding History

Ecofin 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
2015
Q1 		– Sell
-109,732
Closed -$5.31M – 43
2014
Q4 		$5.31M Sell
109,732
-93,458
-46% -$4.55M 0.96% 28
2014
Q3 		$9.41M Buy
203,190
+113,916
+128% +$6.24M 1.67% 22
2014
Q2 		$5.12M Sell
89,274
-170
-0.2% -$9.36K 0.87% 34
2014
Q1 		$4.84M Buy
89,444
+170
+0.2% +$8.67K 1.05% 32
2013
Q4 		$4.39M Buy
89,274
+77,364
+650% +$3.58M 1.11% 21
2013
Q3 		$51.7K Sell
11,910
-228,879
-95% -$9.61M 0.54% 22
2013
Q2 		$9.13M Buy
+240,789
New +$8.47M 2.07% 18

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Ecofin Advisors's BWA Position: Q1 2015 in Review

Ecofin Advisors sold out of BorgWarner (BWA) in Q1 2015, closing a stake of 109,732 shares — an estimated $5.31M sold.

Ecofin Advisors first reported a position in BWA in Q2 2013 and held it in 7 quarters. The position peaked at $9.41M in Q3 2014. 522 funds tracked by Wall St. Rank hold BWA as of Q1 2015.

  • Ecofin Advisors reported no remaining BorgWarner position as of Q1 2015 after selling out during the quarter.
  • Ecofin Advisors sold 109,732 BorgWarner shares in Q1 2015, an estimated $5.31M.
  • Ecofin Advisors first reported a position in BorgWarner in Q2 2013 and held it in 7 quarters.
  • Ecofin Advisors's BorgWarner position peaked at $9.41M in Q3 2014.
  • 522 funds tracked by Wall St. Rank held BorgWarner as of Q1 2015.

Based on Ecofin Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.