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Holistic Financial Partners’s BorgWarner BWA Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-285
Closed -$13K – 81
2018
Q1 		$13K Buy
285
+8
+3% +$372 0.01% 301
2017
Q4 		$12K Buy
+277
New +$12.8K 0.01% 315

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State Street
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Boston Partners
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ATO
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Holistic Financial Partners's BWA Position: Q2 2018 in Review

Holistic Financial Partners sold out of BorgWarner (BWA) in Q2 2018, closing a stake of 285 shares — an estimated $13K sold.

Holistic Financial Partners first reported a position in BWA in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2018.

  • Holistic Financial Partners reported no remaining BorgWarner position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 285 BorgWarner shares in Q2 2018, an estimated $13K.
  • Holistic Financial Partners first reported a position in BorgWarner in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's BorgWarner position peaked at $13K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.