EFS
BWA icon

Essex Financial Services’s BorgWarner BWA Stock Holding History

Essex Financial Services’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
2018
Q4 		– Sell
-9,088
Closed -$342K – 255
2018
Q3 		$342K Hold
9,088
– – 0.08% 198
2018
Q2 		$345K Hold
9,088
– – 0.08% 193
2018
Q1 		$402K Hold
9,088
– – 0.08% 225
2017
Q4 		$409K Hold
9,088
– – 0.1% 177
2017
Q3 		$410K Hold
9,088
– – 0.1% 173
2017
Q2 		$339K Sell
9,088
-897
-9% -$32.5K 0.07% 244
2017
Q1 		$367K Hold
9,985
– – 0.08% 223
2016
Q4 		$347K Hold
9,985
– – 0.07% 229
2016
Q3 		$309K Hold
9,985
– – 0.07% 239
2016
Q2 		$259K Hold
9,985
– – 0.06% 255
2016
Q1 		$338K Hold
9,985
– – 0.08% 218
2015
Q4 		$380K Hold
9,985
– – 0.09% 208
2015
Q3 		$366K Hold
9,985
– – 0.1% 211
2015
Q2 		$500K Hold
9,985
– – 0.13% 178
2015
Q1 		$532K Buy
+9,985
New +$508K 0.14% 174

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State Street
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JP Morgan Chase
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Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return