IWM
BWA icon

IHT Wealth Management’s BorgWarner BWA Stock Holding History

IHT 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
2017
Q3 		– Sell
-153
Closed -$22 – 1444
2017
Q2 		$22 Sell
153
-36
-19% -$1.3K 0.01% 751
2017
Q1 		$6K Hold
189
– – ﹤0.01% 922
2016
Q4 		$7K Buy
+189
New +$6.09K 0.01% 862

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IHT Wealth Management's BWA Position: Q3 2017 in Review

IHT Wealth Management sold out of BorgWarner (BWA) in Q3 2017, closing a stake of 153 shares — an estimated $22 sold.

IHT Wealth Management first reported a position in BWA in Q4 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 560 funds tracked by Wall St. Rank hold BWA as of Q3 2017.

  • IHT Wealth Management reported no remaining BorgWarner position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 153 BorgWarner shares in Q3 2017, an estimated $22.
  • IHT Wealth Management first reported a position in BorgWarner in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's BorgWarner position peaked at $7K in Q4 2016.
  • 560 funds tracked by Wall St. Rank held BorgWarner as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.