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Howe & Rusling’s BorgWarner BWA Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-39
Closed -$1K – 819
2019
Q1 		$1K Sell
39
-237
-86% -$8.2K ﹤0.01% 720
2018
Q4 		$8K Sell
276
-42
-13% -$1.41K ﹤0.01% 465
2018
Q3 		$12K Buy
318
+35
+12% +$1.38K ﹤0.01% 466
2018
Q2 		$11K Sell
283
-17
-6% -$749 ﹤0.01% 441
2018
Q1 		$13K Sell
300
-67
-18% -$3.11K ﹤0.01% 445
2017
Q4 		$17K Buy
367
+10
+3% +$462 ﹤0.01% 406
2017
Q3 		$16K Buy
357
+280
+364% +$11.4K ﹤0.01% 406
2017
Q2 		$3K Buy
77
+24
+45% +$870 ﹤0.01% 704
2017
Q1 		$2K Sell
53
-8
-13% -$291 ﹤0.01% 823
2016
Q4 		$2K Buy
+61
New +$1.97K ﹤0.01% 843
2014
Q2 		– Sell
-281
Closed -$15K – 853
2014
Q1 		$15K Sell
281
-12
-4% -$612 ﹤0.01% 494
2013
Q4 		$14K Hold
293
– – ﹤0.01% 436
2013
Q3 		$13K Sell
293
-25
-8% -$1.05K ﹤0.01% 546
2013
Q2 		$12K Buy
+318
New +$11.2K ﹤0.01% 572

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return