Gupta Wealth Management’s BorgWarner BWA Stock Holding History

Gupta Wealth Management’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 Q1	$27K	Buy	801 +2	+0.3%	+$59	0.01%	590
2015 Q4	$30K	Buy	799 +262	+49%	+$9.83K	0.01%	565
2015 Q3	$20K	Sell	537 -70	-12%	-$2.91K	﹤0.01%	687
2015 Q2	$30K	Buy	607 +241	+66%	+$12.9K	0.01%	630
2015 Q1	$19K	Buy	+366	New	+$18.6K	0.01%	613

Other funds holding BWA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Gupta Wealth Management's BWA Position: Q1 2016 in Review

Gupta Wealth Management increased its BorgWarner (BWA) stake by 0.25% in Q1 2016, buying an estimated $59 and bringing the position to 801 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #590.

Gupta Wealth Management first reported a position in BWA in Q1 2015 and has held it in 5 quarters since. The position peaked at $30K in Q4 2015. 444 funds tracked by Wall St. Rank hold BWA as of Q1 2016.

Gupta Wealth Management held 801 shares of BorgWarner worth $27K as of Q1 2016.
Gupta Wealth Management bought 2 BorgWarner shares in Q1 2016, an estimated $59.
BorgWarner made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #590 holding.
Gupta Wealth Management first reported a position in BorgWarner in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's BorgWarner position peaked at $30K in Q4 2015.
444 funds tracked by Wall St. Rank held BorgWarner as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.