EWM
BWA icon

Endurance Wealth Management’s BorgWarner BWA Stock Holding History

Endurance 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
2017
Q2 		– Sell
-182
Closed -$7K – 503
2017
Q1 		$7K Hold
182
– – ﹤0.01% 437
2016
Q4 		$6K Hold
182
– – ﹤0.01% 423
2016
Q3 		$6K Hold
182
– – ﹤0.01% 424
2016
Q2 		$5K Sell
182
-34
-16% -$1.03K ﹤0.01% 424
2016
Q1 		$7 Hold
216
– – ﹤0.01% 413
2015
Q4 		$8K Sell
216
-534
-71% -$20K ﹤0.01% 419
2015
Q3 		$30K Hold
750
– – 0.01% 308
2015
Q2 		$38K Buy
+750
New +$40K 0.01% 294

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 $645B AUM 30.41% 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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return