Gideon Capital Advisors’s BorgWarner BWA Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-5,558	Closed	-$212K	–	30
2019 Q4	$212K	Buy	+5,558	New	+$204K	0.07%	245
2019 Q3	–	Sell	-20,309	Closed	-$751K	–	294
2019 Q2	$751K	Buy	+20,309	New	+$720K	0.26%	145
2018 Q3	–	Sell	-21,949	Closed	-$834K	–	353
2018 Q2	$834K	Buy	+21,949	New	+$967K	0.42%	58
2018 Q1	–	Sell	-13,356	Closed	-$601K	–	354
2017 Q4	$601K	Buy	+13,356	New	+$618K	0.53%	38
2017 Q2	–	Sell	-5,463	Closed	-$201K	–	263
2017 Q1	$201K	Buy	+5,463	New	+$199K	0.12%	370
2016 Q4	–	Sell	-28,326	Closed	-$877K	–	403
2016 Q3	$877K	Buy	+28,326	New	+$835K	0.53%	63
2015 Q3	–	Sell	-27,037	Closed	-$1.35M	–	228
2015 Q2	$1.35M	Buy	+27,037	New	+$1.44M	0.56%	65
2015 Q1	–	Sell	-18,434	Closed	-$892K	–	231
2014 Q4	$892K	Sell	18,434 -16,344	-47%	-$796K	0.42%	87
2014 Q3	$1.61M	Buy	34,778 +27,994	+413%	+$1.53M	0.62%	49
2014 Q2	$389K	Buy	+6,784	New	+$373K	0.14%	180

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

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

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

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

BCIM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Gideon Capital Advisors's BWA Position: Q1 2020 in Review

Gideon Capital Advisors sold out of BorgWarner (BWA) in Q1 2020, closing a stake of 5,558 shares — an estimated $212K sold.

Gideon Capital Advisors first reported a position in BWA in Q2 2014 and held it in 10 quarters. The position peaked at $1.61M in Q3 2014. 480 funds tracked by Wall St. Rank hold BWA as of Q1 2020.

Gideon Capital Advisors reported no remaining BorgWarner position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 5,558 BorgWarner shares in Q1 2020, an estimated $212K.
Gideon Capital Advisors first reported a position in BorgWarner in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's BorgWarner position peaked at $1.61M in Q3 2014.
480 funds tracked by Wall St. Rank held BorgWarner as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.