Formula Growth’s BorgWarner BWA Stock Holding History

Formula Growth’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
2016 Q4	–	Sell	-90,880	Closed	-$2.81M	–	137
2016 Q3	$2.81M	Buy	+90,880	New	+$2.68M	0.64%	52

Other funds holding BWA

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

ATO

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Formula Growth's BWA Position: Q4 2016 in Review

Formula Growth sold out of BorgWarner (BWA) in Q4 2016, closing a stake of 90,880 shares — an estimated $2.81M sold.

Formula Growth first reported a position in BWA in Q3 2016 and held it in 1 quarter. The position peaked at $2.81M in Q3 2016. 501 funds tracked by Wall St. Rank hold BWA as of Q4 2016.

Formula Growth reported no remaining BorgWarner position as of Q4 2016 after selling out during the quarter.
Formula Growth sold 90,880 BorgWarner shares in Q4 2016, an estimated $2.81M.
Formula Growth first reported a position in BorgWarner in Q3 2016 and held it in 1 quarter.
Formula Growth's BorgWarner position peaked at $2.81M in Q3 2016.
501 funds tracked by Wall St. Rank held BorgWarner as of Q4 2016.

Based on Formula Growth's 13F filing for Q4 2016, filed 13 Feb 2017.