JOYN Advisors’s BorgWarner BWA Stock Holding History

JOYN 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
2019 Q1	–	Sell	-520	Closed	-$16K	–	294
2018 Q4	$16K	Buy	520 +328	+171%	+$11K	﹤0.01%	756
2018 Q3	$7K	Buy	192 +176	+1,100%	+$6.92K	﹤0.01%	1063
2018 Q2	$1K	Buy	+16	New	+$705	﹤0.01%	1533

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

ATO

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JOYN Advisors's BWA Position: Q1 2019 in Review

JOYN Advisors sold out of BorgWarner (BWA) in Q1 2019, closing a stake of 520 shares — an estimated $16K sold.

JOYN Advisors first reported a position in BWA in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q4 2018. 524 funds tracked by Wall St. Rank hold BWA as of Q1 2019.

JOYN Advisors reported no remaining BorgWarner position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 520 BorgWarner shares in Q1 2019, an estimated $16K.
JOYN Advisors first reported a position in BorgWarner in Q2 2018 and held it in 3 quarters.
JOYN Advisors's BorgWarner position peaked at $16K in Q4 2018.
524 funds tracked by Wall St. Rank held BorgWarner as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.