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 $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

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

Harris Associates

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

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return