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Linscomb Wealth’s BorgWarner BWA Stock Holding History

Linscomb Wealth’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
2015
Q1 		– Sell
-4,645
Closed -$225K – 259
2014
Q4 		$225K Buy
4,645
+271
+6% +$13.2K 0.02% 252
2014
Q3 		$202K Buy
4,374
+600
+16% +$32.9K 0.02% 267
2014
Q2 		$217K Sell
3,774
-197
-5% -$10.8K 0.02% 260
2014
Q1 		$215K Buy
+3,971
New +$203K 0.02% 253

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Linscomb Wealth's BWA Position: Q1 2015 in Review

Linscomb Wealth sold out of BorgWarner (BWA) in Q1 2015, closing a stake of 4,645 shares — an estimated $225K sold.

Linscomb Wealth first reported a position in BWA in Q1 2014 and held it in 4 quarters. The position peaked at $225K in Q4 2014. 522 funds tracked by Wall St. Rank hold BWA as of Q1 2015.

  • Linscomb Wealth reported no remaining BorgWarner position as of Q1 2015 after selling out during the quarter.
  • Linscomb Wealth sold 4,645 BorgWarner shares in Q1 2015, an estimated $225K.
  • Linscomb Wealth first reported a position in BorgWarner in Q1 2014 and held it in 4 quarters.
  • Linscomb Wealth's BorgWarner position peaked at $225K in Q4 2014.
  • 522 funds tracked by Wall St. Rank held BorgWarner as of Q1 2015.

Based on Linscomb Wealth's 13F filing for Q1 2015, filed 6 May 2015.