LA
BWA icon

Legacy Advisors’s BorgWarner BWA Stock Holding History

Legacy 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
2018
Q4 		– Sell
-94
Closed -$4K – 156
2018
Q3 		$4K Buy
+94
New +$3.69K ﹤0.01% 416
2018
Q1 		– Sell
-332
Closed -$14K – 392
2017
Q4 		$14K Buy
332
+214
+181% +$9.89K 0.01% 215
2017
Q3 		$5K Buy
+118
New +$4.82K 0.01% 286

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Legacy Advisors's BWA Position: Q4 2018 in Review

Legacy Advisors sold out of BorgWarner (BWA) in Q4 2018, closing a stake of 94 shares — an estimated $4K sold.

Legacy Advisors first reported a position in BWA in Q3 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 524 funds tracked by Wall St. Rank hold BWA as of Q4 2018.

  • Legacy Advisors reported no remaining BorgWarner position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 94 BorgWarner shares in Q4 2018, an estimated $4K.
  • Legacy Advisors first reported a position in BorgWarner in Q3 2017 and held it in 3 quarters.
  • Legacy Advisors's BorgWarner position peaked at $14K in Q4 2017.
  • 524 funds tracked by Wall St. Rank held BorgWarner as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.