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Financial Gravity Companies’s BorgWarner BWA Stock Holding History

Financial Gravity Companies’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 		$15K Buy
356
+48
+16% +$2.23K 0.02% 531
2017
Q4 		$15K Buy
+308
New +$14.2K 0.02% 517

Other funds holding BWA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Gravity Companies's BWA Position: Q1 2018 in Review

Financial Gravity Companies increased its BorgWarner (BWA) stake by 16% in Q1 2018, buying an estimated $2.23K and bringing the position to 356 shares worth $15K. The position accounts for 0.02% of the portfolio, ranked #531.

Financial Gravity Companies first reported a position in BWA in Q4 2017 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

  • Financial Gravity Companies held 356 shares of BorgWarner worth $15K as of Q1 2018.
  • Financial Gravity Companies bought 48 BorgWarner shares in Q1 2018, an estimated $2.23K.
  • BorgWarner made up 0.02% of Financial Gravity Companies's portfolio in Q1 2018, its #531 holding.
  • Financial Gravity Companies first reported a position in BorgWarner in Q4 2017 and has held it in 2 quarters since.
  • 583 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.