Loring Wolcott & Coolidge Fiduciary Advisors’s BorgWarner BWA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019 Q3	–	Sell	-91	Closed	-$3K	–	681
2019 Q2	$3K	Sell	91 -772	-89%	-$27.4K	﹤0.01%	638
2019 Q1	$29K	Sell	863 -273	-24%	-$9.44K	﹤0.01%	472
2018 Q4	$35K	Hold	1,136	–	–	﹤0.01%	446
2018 Q3	$43K	Hold	1,136	–	–	﹤0.01%	436
2018 Q2	$43K	Hold	1,136	–	–	﹤0.01%	441
2018 Q1	$50K	Hold	1,136	–	–	﹤0.01%	446
2017 Q4	$51K	Hold	1,136	–	–	﹤0.01%	429
2017 Q3	$51K	Hold	1,136	–	–	﹤0.01%	426
2017 Q2	$47K	Hold	1,136	–	–	﹤0.01%	423
2017 Q1	$42K	Hold	1,136	–	–	﹤0.01%	429
2016 Q4	$39K	Hold	1,136	–	–	﹤0.01%	413
2016 Q3	$35K	Hold	1,136	–	–	﹤0.01%	429
2016 Q2	$30K	Hold	1,136	–	–	﹤0.01%	446
2016 Q1	$38K	Buy	+1,136	New	+$33.7K	﹤0.01%	429
2015 Q4	–	Sell	-1,136	Closed	-$57K	–	645
2015 Q3	$57K	Hold	1,136	–	–	﹤0.01%	406
2015 Q2	$57K	Hold	1,136	–	–	﹤0.01%	406
2015 Q1	$60K	Hold	1,136	–	–	﹤0.01%	415
2014 Q4	$55K	Hold	1,136	–	–	﹤0.01%	417
2014 Q3	$53K	Sell	1,136 -107	-9%	-$5.86K	﹤0.01%	405
2014 Q2	$71K	Hold	1,243	–	–	﹤0.01%	393
2014 Q1	$67K	Hold	1,243	–	–	﹤0.01%	386
2013 Q4	$61K	Buy	1,243 +107	+9%	+$4.95K	﹤0.01%	377
2013 Q3	$51K	Hold	1,136	–	–	﹤0.01%	367
2013 Q2	$43K	Buy	+1,136	New	+$40K	﹤0.01%	402

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BWA Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BorgWarner (BWA) in Q3 2019, closing a stake of 91 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BWA in Q2 2013 and held it in 24 quarters. The position peaked at $71K in Q2 2014. 492 funds tracked by Wall St. Rank hold BWA as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BorgWarner position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 91 BorgWarner shares in Q3 2019, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BorgWarner in Q2 2013 and held it in 24 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's BorgWarner position peaked at $71K in Q2 2014.
492 funds tracked by Wall St. Rank held BorgWarner as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.