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Financial Counselors Inc’s BorgWarner BWA Stock Holding History

Financial Counselors Inc’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
-7,702
Closed -$290K – 477
2018
Q3 		$290K Hold
7,702
– – 0.01% 407
2018
Q2 		$293K Buy
+7,702
New +$339K 0.01% 406
2014
Q4 		– Sell
-23,285
Closed -$1.08M – 447
2014
Q3 		$1.08M Sell
23,285
-5,302
-19% -$291K 0.08% 259
2014
Q2 		$1.64M Buy
28,587
+5,040
+21% +$277K 0.11% 200
2014
Q1 		$1.27M Buy
23,547
+3,110
+15% +$159K 0.09% 234
2013
Q4 		$1.01M Buy
+20,437
New +$946K 0.08% 246

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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Counselors Inc's BWA Position: Q4 2018 in Review

Financial Counselors Inc sold out of BorgWarner (BWA) in Q4 2018, closing a stake of 7,702 shares — an estimated $290K sold.

Financial Counselors Inc first reported a position in BWA in Q4 2013 and held it in 6 quarters. The position peaked at $1.64M in Q2 2014. 524 funds tracked by Wall St. Rank hold BWA as of Q4 2018.

  • Financial Counselors Inc reported no remaining BorgWarner position as of Q4 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 7,702 BorgWarner shares in Q4 2018, an estimated $290K.
  • Financial Counselors Inc first reported a position in BorgWarner in Q4 2013 and held it in 6 quarters.
  • Financial Counselors Inc's BorgWarner position peaked at $1.64M in Q2 2014.
  • 524 funds tracked by Wall St. Rank held BorgWarner as of Q4 2018.

Based on Financial Counselors Inc's 13F filing for Q4 2018, filed 1 Feb 2019.