LPT
BWA icon

Legacy Private Trust’s BorgWarner BWA Stock Holding History

Legacy Private Trust’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
2014
Q4 		– Sell
-4,794
Closed -$222K – 257
2014
Q3 		$222K Buy
+4,794
New +$263K 0.03% 240

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Private Trust's BWA Position: Q4 2014 in Review

Legacy Private Trust sold out of BorgWarner (BWA) in Q4 2014, closing a stake of 4,794 shares — an estimated $222K sold.

Legacy Private Trust first reported a position in BWA in Q3 2014 and held it in 1 quarter. The position peaked at $222K in Q3 2014. 535 funds tracked by Wall St. Rank hold BWA as of Q4 2014.

  • Legacy Private Trust reported no remaining BorgWarner position as of Q4 2014 after selling out during the quarter.
  • Legacy Private Trust sold 4,794 BorgWarner shares in Q4 2014, an estimated $222K.
  • Legacy Private Trust first reported a position in BorgWarner in Q3 2014 and held it in 1 quarter.
  • Legacy Private Trust's BorgWarner position peaked at $222K in Q3 2014.
  • 535 funds tracked by Wall St. Rank held BorgWarner as of Q4 2014.

Based on Legacy Private Trust's 13F filing for Q4 2014, filed 16 Jan 2015.