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MinichMacGregor Wealth Management’s BorgWarner BWA Stock Holding History

MinichMacGregor Wealth 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
2018
Q4 		– Sell
-143
Closed -$5K – 153
2018
Q3 		$5K Sell
143
-38
-21% -$1.49K ﹤0.01% 383
2018
Q2 		$6K Hold
181
– – ﹤0.01% 362
2018
Q1 		$7K Hold
181
– – 0.01% 339
2017
Q4 		$8K Hold
181
– – 0.01% 322
2017
Q3 		$8K Buy
+181
New +$7.39K 0.01% 302

Other funds holding BWA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MinichMacGregor Wealth Management's BWA Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of BorgWarner (BWA) in Q4 2018, closing a stake of 143 shares — an estimated $5K sold.

MinichMacGregor Wealth Management first reported a position in BWA in Q3 2017 and held it in 5 quarters. The position peaked at $8K in Q4 2017. 524 funds tracked by Wall St. Rank hold BWA as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining BorgWarner position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 143 BorgWarner shares in Q4 2018, an estimated $5K.
  • MinichMacGregor Wealth Management first reported a position in BorgWarner in Q3 2017 and held it in 5 quarters.
  • MinichMacGregor Wealth Management's BorgWarner position peaked at $8K in Q4 2017.
  • 524 funds tracked by Wall St. Rank held BorgWarner as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.