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LBA Wealth Management’s BorgWarner BWA Stock Holding History

LBA 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
2016
Q4 		– Sell
-1,477
Closed -$46K – 449
2016
Q3 		$46K Buy
+1,477
New +$43.5K 0.03% 209

Other funds holding BWA

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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 $23.8B AUM 34.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBA Wealth Management's BWA Position: Q4 2016 in Review

LBA Wealth Management sold out of BorgWarner (BWA) in Q4 2016, closing a stake of 1,477 shares — an estimated $46K sold.

LBA Wealth Management first reported a position in BWA in Q3 2016 and held it in 1 quarter. The position peaked at $46K in Q3 2016. 501 funds tracked by Wall St. Rank hold BWA as of Q4 2016.

  • LBA Wealth Management reported no remaining BorgWarner position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 1,477 BorgWarner shares in Q4 2016, an estimated $46K.
  • LBA Wealth Management first reported a position in BorgWarner in Q3 2016 and held it in 1 quarter.
  • LBA Wealth Management's BorgWarner position peaked at $46K in Q3 2016.
  • 501 funds tracked by Wall St. Rank held BorgWarner as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.