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	$7K	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Endurance Wealth Management's BWA Position: Q2 2017 in Review

Endurance Wealth Management sold out of BorgWarner (BWA) in Q2 2017, closing a stake of 182 shares — an estimated $7K sold.

Endurance Wealth Management first reported a position in BWA in Q2 2015 and held it in 8 quarters. The position peaked at $38K in Q2 2015. 515 funds tracked by Wall St. Rank hold BWA as of Q2 2017.

Endurance Wealth Management reported no remaining BorgWarner position as of Q2 2017 after selling out during the quarter.
Endurance Wealth Management sold 182 BorgWarner shares in Q2 2017, an estimated $7K.
Endurance Wealth Management first reported a position in BorgWarner in Q2 2015 and held it in 8 quarters.
Endurance Wealth Management's BorgWarner position peaked at $38K in Q2 2015.
515 funds tracked by Wall St. Rank held BorgWarner as of Q2 2017.

Based on Endurance Wealth Management's 13F filing for Q2 2017, filed 1 Aug 2017.