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Edge Wealth Management’s BorgWarner BWA Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-625
Closed -$31K – 471
2015
Q2 		$31K Hold
625
– – 0.01% 220
2015
Q1 		$33K Hold
625
– – 0.01% 216
2014
Q4 		$30K Hold
625
– – 0.01% 234
2014
Q3 		$29K Hold
625
– – 0.01% 233
2014
Q2 		$36K Buy
+625
New +$34.4K 0.02% 205

Other funds holding BWA

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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 $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Edge Wealth Management's BWA Position: Q3 2015 in Review

Edge Wealth Management sold out of BorgWarner (BWA) in Q3 2015, closing a stake of 625 shares — an estimated $31K sold.

Edge Wealth Management first reported a position in BWA in Q2 2014 and held it in 5 quarters. The position peaked at $36K in Q2 2014. 457 funds tracked by Wall St. Rank hold BWA as of Q3 2015.

  • Edge Wealth Management reported no remaining BorgWarner position as of Q3 2015 after selling out during the quarter.
  • Edge Wealth Management sold 625 BorgWarner shares in Q3 2015, an estimated $31K.
  • Edge Wealth Management first reported a position in BorgWarner in Q2 2014 and held it in 5 quarters.
  • Edge Wealth Management's BorgWarner position peaked at $36K in Q2 2014.
  • 457 funds tracked by Wall St. Rank held BorgWarner as of Q3 2015.

Based on Edge Wealth Management's 13F filing for Q3 2015, filed 7 Oct 2015.