Elkhorn Investments’s BorgWarner BWA Stock Holding History

Elkhorn Investments’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	-27,207	Closed	-$945K	–	113
2016 Q4	$945K	Buy	+27,207	New	+$877K	1.1%	26

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Elkhorn Investments's BWA Position: Q1 2017 in Review

Elkhorn Investments sold out of BorgWarner (BWA) in Q1 2017, closing a stake of 27,207 shares — an estimated $945K sold.

Elkhorn Investments first reported a position in BWA in Q4 2016 and held it in 1 quarter. The position peaked at $945K in Q4 2016. 529 funds tracked by Wall St. Rank hold BWA as of Q1 2017.

Elkhorn Investments reported no remaining BorgWarner position as of Q1 2017 after selling out during the quarter.
Elkhorn Investments sold 27,207 BorgWarner shares in Q1 2017, an estimated $945K.
Elkhorn Investments first reported a position in BorgWarner in Q4 2016 and held it in 1 quarter.
Elkhorn Investments's BorgWarner position peaked at $945K in Q4 2016.
529 funds tracked by Wall St. Rank held BorgWarner as of Q1 2017.

Based on Elkhorn Investments's 13F filing for Q1 2017, filed 2 May 2017.