FDO Partners’s BorgWarner BWA Stock Holding History

FDO Partners’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 Q1	–	Sell	-13,809	Closed	-$621K	–	18
2017 Q4	$621K	Buy	+13,809	New	+$638K	0.53%	76
2016 Q1	–	Sell	-27,498	Closed	-$1.05M	–	258
2015 Q4	$1.05M	Buy	+27,498	New	+$1.03M	0.6%	68

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $20.5B AUM 26.83% 1-Year Est. Return

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

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

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

FDO Partners's BWA Position: Q1 2018 in Review

FDO Partners sold out of BorgWarner (BWA) in Q1 2018, closing a stake of 13,809 shares — an estimated $621K sold.

FDO Partners first reported a position in BWA in Q4 2015 and held it in 2 quarters. The position peaked at $1.05M in Q4 2015. 583 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

FDO Partners reported no remaining BorgWarner position as of Q1 2018 after selling out during the quarter.
FDO Partners sold 13,809 BorgWarner shares in Q1 2018, an estimated $621K.
FDO Partners first reported a position in BorgWarner in Q4 2015 and held it in 2 quarters.
FDO Partners's BorgWarner position peaked at $1.05M in Q4 2015.
583 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.