Financial Architects (New Jersey)’s BorgWarner BWA Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-227	Closed	-$7K	–	913
2019 Q3	$7K	Buy	+227	New	+$7.31K	﹤0.01%	782
2019 Q2	–	Sell	-708	Closed	-$24K	–	1220
2019 Q1	$24K	Sell	708 -7	-1%	-$242	﹤0.01%	824
2018 Q4	$22K	Hold	715	–	–	﹤0.01%	777
2018 Q3	$27K	Sell	715 -21	-3%	-$825	﹤0.01%	828
2018 Q2	$28K	Sell	736 -7	-0.9%	-$309	0.01%	720
2018 Q1	$33K	Sell	743 -158	-18%	-$7.34K	0.01%	733
2017 Q4	$40K	Sell	901 -148	-14%	-$6.84K	0.01%	749
2017 Q3	$47K	Sell	1,049 -21	-2%	-$857	0.01%	703
2017 Q2	$39K	Buy	1,070 +116	+12%	+$4.21K	0.01%	756
2017 Q1	$35K	Buy	954 +111	+13%	+$4.04K	0.01%	763
2016 Q4	$29K	Buy	843 +232	+38%	+$7.48K	0.01%	728
2016 Q3	$19K	Buy	+611	New	+$18K	0.01%	853

Other funds holding BWA

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

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

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Financial Architects (New Jersey)'s BWA Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of BorgWarner (BWA) in Q4 2019, closing a stake of 227 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in BWA in Q3 2016 and held it in 12 quarters. The position peaked at $47K in Q3 2017. 517 funds tracked by Wall St. Rank hold BWA as of Q4 2019.

Financial Architects (New Jersey) reported no remaining BorgWarner position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 227 BorgWarner shares in Q4 2019, an estimated $7K.
Financial Architects (New Jersey) first reported a position in BorgWarner in Q3 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s BorgWarner position peaked at $47K in Q3 2017.
517 funds tracked by Wall St. Rank held BorgWarner as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.