Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s BorgWarner BWA Stock Holding History

Luther King Capital Management (LKCM)’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
-4,218
Closed -$204K – 542
2014
Q4 		$204K Buy
+4,218
New +$206K ﹤0.01% 532
2014
Q2 		– Sell
-3,762
Closed -$204K – 552
2014
Q1 		$204K Buy
+3,762
New +$192K ﹤0.01% 518
2013
Q4 		– Sell
-6,816
Closed -$304K – 527
2013
Q3 		$304K Hold
6,816
– – ﹤0.01% 603
2013
Q2 		$258K Buy
+6,816
New +$240K ﹤0.01% 623

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State Street
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Harris Associates
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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

Luther King Capital Management (LKCM)'s BWA Position: Q1 2015 in Review

Luther King Capital Management (LKCM) sold out of BorgWarner (BWA) in Q1 2015, closing a stake of 4,218 shares — an estimated $204K sold.

Luther King Capital Management (LKCM) first reported a position in BWA in Q2 2013 and held it in 4 quarters. The position peaked at $304K in Q3 2013. 522 funds tracked by Wall St. Rank hold BWA as of Q1 2015.

  • Luther King Capital Management (LKCM) reported no remaining BorgWarner position as of Q1 2015 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 4,218 BorgWarner shares in Q1 2015, an estimated $204K.
  • Luther King Capital Management (LKCM) first reported a position in BorgWarner in Q2 2013 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s BorgWarner position peaked at $304K in Q3 2013.
  • 522 funds tracked by Wall St. Rank held BorgWarner as of Q1 2015.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2015, filed 14 May 2015.