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Marino Stram & Associates’s BorgWarner BWA Stock Holding History

Marino Stram & Associates’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
2018
Q3 		– Sell
-110
Closed -$4K – 482
2018
Q2 		$4K Sell
110
-33
-23% -$1.45K ﹤0.01% 357
2018
Q1 		$6K Buy
143
+1
+0.7% +$46 0.01% 357
2017
Q4 		$6K Buy
+142
New +$6.57K 0.01% 358

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Harris Associates
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marino Stram & Associates's BWA Position: Q3 2018 in Review

Marino Stram & Associates sold out of BorgWarner (BWA) in Q3 2018, closing a stake of 110 shares — an estimated $4K sold.

Marino Stram & Associates first reported a position in BWA in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 551 funds tracked by Wall St. Rank hold BWA as of Q3 2018.

  • Marino Stram & Associates reported no remaining BorgWarner position as of Q3 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 110 BorgWarner shares in Q3 2018, an estimated $4K.
  • Marino Stram & Associates first reported a position in BorgWarner in Q4 2017 and held it in 3 quarters.
  • Marino Stram & Associates's BorgWarner position peaked at $6K in Q1 2018.
  • 551 funds tracked by Wall St. Rank held BorgWarner as of Q3 2018.

Based on Marino Stram & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.