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Guardian Investor Services’s BorgWarner BWA Stock Holding History

Guardian Investor Services’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
2015
Q1 		$95K Sell
1,777
-14
-0.8% -$713 0.08% 309
2014
Q4 		$87K Sell
1,791
-50
-3% -$2.44K 0.07% 318
2014
Q3 		$85K Sell
1,841
-86
-4% -$4.71K 0.07% 323
2014
Q2 		$111K Sell
1,927
-67
-3% -$3.69K 0.09% 281
2014
Q1 		$108K Sell
1,994
-92
-4% -$4.69K 0.08% 287
2013
Q4 		$103K Sell
2,086
-50
-2% -$2.31K 0.08% 307
2013
Q3 		$95K Hold
2,136
– – 0.08% 302
2013
Q2 		$81K Buy
+2,136
New +$75.1K 0.07% 325

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Guardian Investor Services's BWA Position: Q1 2015 in Review

Guardian Investor Services reduced its BorgWarner (BWA) stake by 0.78% in Q1 2015, selling an estimated $713 and leaving 1,777 shares worth $95K. The position accounts for 0.08% of the portfolio, ranked #309.

Guardian Investor Services first reported a position in BWA in Q2 2013 and has held it in 8 quarters since. The position peaked at $111K in Q2 2014. 522 funds tracked by Wall St. Rank hold BWA as of Q1 2015.

  • Guardian Investor Services held 1,777 shares of BorgWarner worth $95K as of Q1 2015.
  • Guardian Investor Services sold 14 BorgWarner shares in Q1 2015, an estimated $713.
  • BorgWarner made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #309 holding.
  • Guardian Investor Services first reported a position in BorgWarner in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's BorgWarner position peaked at $111K in Q2 2014.
  • 522 funds tracked by Wall St. Rank held BorgWarner as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.