IBEX Wealth Advisors’s BorgWarner BWA Stock Holding History

IBEX 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
2017 Q1	–	Sell	-276	Closed	-$10K	–	115
2016 Q4	$10K	Buy	+276	New	+$8.9K	﹤0.01%	282

Other funds holding BWA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IBEX Wealth Advisors's BWA Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of BorgWarner (BWA) in Q1 2017, closing a stake of 276 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in BWA in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 529 funds tracked by Wall St. Rank hold BWA as of Q1 2017.

IBEX Wealth Advisors reported no remaining BorgWarner position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 276 BorgWarner shares in Q1 2017, an estimated $10K.
IBEX Wealth Advisors first reported a position in BorgWarner in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's BorgWarner position peaked at $10K in Q4 2016.
529 funds tracked by Wall St. Rank held BorgWarner as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.