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Morgens Waterfall Vintiadis & Co’s BorgWarner BWA Stock Holding History

Morgens Waterfall Vintiadis & Co’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
2017
Q2 		– Sell
-14,200
Closed -$522K – 52
2017
Q1 		$522K Sell
14,200
-2,840
-17% -$103K 0.46% 49
2016
Q4 		$592K Buy
+17,040
New +$550K 0.57% 42

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's BWA Position: Q2 2017 in Review

Morgens Waterfall Vintiadis & Co sold out of BorgWarner (BWA) in Q2 2017, closing a stake of 14,200 shares — an estimated $522K sold.

Morgens Waterfall Vintiadis & Co first reported a position in BWA in Q4 2016 and held it in 2 quarters. The position peaked at $592K in Q4 2016. 514 funds tracked by Wall St. Rank hold BWA as of Q2 2017.

  • Morgens Waterfall Vintiadis & Co reported no remaining BorgWarner position as of Q2 2017 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 14,200 BorgWarner shares in Q2 2017, an estimated $522K.
  • Morgens Waterfall Vintiadis & Co first reported a position in BorgWarner in Q4 2016 and held it in 2 quarters.
  • Morgens Waterfall Vintiadis & Co's BorgWarner position peaked at $592K in Q4 2016.
  • 514 funds tracked by Wall St. Rank held BorgWarner as of Q2 2017.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2017, filed 14 Aug 2017.