Guidant Wealth Advisors’s BorgWarner BWA Stock Holding History

Guidant Wealth 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
2019 Q1	–	Sell	-101	Closed	-$3K	–	262
2018 Q4	$3K	Hold	101	–	–	﹤0.01%	220
2018 Q3	$3K	Hold	101	–	–	﹤0.01%	173
2018 Q2	$3K	Sell	101 -9	-8%	-$397	﹤0.01%	175
2018 Q1	$4K	Buy	110 +9	+9%	+$418	﹤0.01%	169
2017 Q4	$4K	Hold	101	–	–	﹤0.01%	170
2017 Q3	$4K	Hold	101	–	–	﹤0.01%	176
2017 Q2	$4K	Hold	101	–	–	﹤0.01%	221
2017 Q1	$3K	Hold	101	–	–	﹤0.01%	205
2016 Q4	$4K	Hold	101	–	–	﹤0.01%	187
2016 Q3	$3K	Buy	+101	New	+$2.98K	﹤0.01%	198

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Guidant Wealth Advisors's BWA Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of BorgWarner (BWA) in Q1 2019, closing a stake of 101 shares — an estimated $3K sold.

Guidant Wealth Advisors first reported a position in BWA in Q3 2016 and held it in 10 quarters. The position peaked at $4K in Q1 2018. 524 funds tracked by Wall St. Rank hold BWA as of Q1 2019.

Guidant Wealth Advisors reported no remaining BorgWarner position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 101 BorgWarner shares in Q1 2019, an estimated $3K.
Guidant Wealth Advisors first reported a position in BorgWarner in Q3 2016 and held it in 10 quarters.
Guidant Wealth Advisors's BorgWarner position peaked at $4K in Q1 2018.
524 funds tracked by Wall St. Rank held BorgWarner as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.