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Liberty Capital Management’s BorgWarner BWA Stock Holding History

Liberty Capital 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
Q4 		– Sell
-511
Closed -$23K – 264
2017
Q3 		$23K Hold
511
– – 0.01% 217
2017
Q2 		$20K Sell
511
-511
-50% -$18.5K 0.01% 213
2017
Q1 		$38K Hold
1,022
– – 0.02% 174
2016
Q4 		$36K Hold
1,022
– – 0.02% 172
2016
Q3 		$32K Sell
1,022
-7,498
-88% -$221K 0.02% 170
2016
Q2 		$221K Sell
8,520
-3,465
-29% -$105K 0.15% 103
2016
Q1 		$405K Sell
11,985
-41,458
-78% -$1.23M 0.3% 71
2015
Q4 		$2.03M Sell
53,443
-5,368
-9% -$201K 1.54% 24
2015
Q3 		$2.15M Sell
58,811
-3,692
-6% -$153K 1.7% 21
2015
Q2 		$3.13M Sell
62,503
-553
-0.9% -$29.5K 2.1% 10
2015
Q1 		$3.36M Sell
63,056
-45
-0.1% -$2.29K 2.24% 10
2014
Q4 		$3.05M Buy
63,101
+1,442
+2% +$70.3K 2.12% 12
2014
Q3 		$2.86M Buy
61,659
+1,630
+3% +$89.3K 2.07% 9
2014
Q2 		$3.44M Sell
60,029
-4,428
-7% -$244K 2.44% 7
2014
Q1 		$3.49M Sell
64,457
-965
-1% -$49.2K 2.56% 4
2013
Q4 		$3.22M Buy
65,422
+1,556
+2% +$72K 2.3% 8
2013
Q3 		$2.85M Sell
63,866
-477
-0.7% -$20K 2.26% 11
2013
Q2 		$2.44M Buy
+64,343
New +$2.26M 2.1% 14

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Liberty Capital Management's BWA Position: Q4 2017 in Review

Liberty Capital Management sold out of BorgWarner (BWA) in Q4 2017, closing a stake of 511 shares — an estimated $23K sold.

Liberty Capital Management first reported a position in BWA in Q2 2013 and held it in 18 quarters. The position peaked at $3.49M in Q1 2014. 612 funds tracked by Wall St. Rank hold BWA as of Q4 2017.

  • Liberty Capital Management reported no remaining BorgWarner position as of Q4 2017 after selling out during the quarter.
  • Liberty Capital Management sold 511 BorgWarner shares in Q4 2017, an estimated $23K.
  • Liberty Capital Management first reported a position in BorgWarner in Q2 2013 and held it in 18 quarters.
  • Liberty Capital Management's BorgWarner position peaked at $3.49M in Q1 2014.
  • 612 funds tracked by Wall St. Rank held BorgWarner as of Q4 2017.

Based on Liberty Capital Management's 13F filing for Q4 2017, filed 16 Jan 2018.