National Investment Services’s BorgWarner BWA Stock Holding History

National Investment Services’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	-3,722	Closed	-$180K	–	44
2014 Q4	$180K	Sell	3,722 -39,516	-91%	-$1.93M	1.71%	31
2014 Q3	$2M	Hold	43,238	–	–	1.64%	35
2014 Q2	$2.48M	Hold	43,238	–	–	2.02%	28
2014 Q1	$2.34M	Buy	43,238 +59	+0.1%	+$3.01K	2.01%	22
2013 Q4	$2.13M	Hold	43,179	–	–	1.66%	29
2013 Q3	$1.93M	Hold	43,179	–	–	1.51%	31
2013 Q2	$1.64M	Buy	+43,179	New	+$1.52M	1.35%	37

Other funds holding BWA

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 New York $150B AUM 40.08% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

National Investment Services's BWA Position: Q1 2015 in Review

National Investment Services sold out of BorgWarner (BWA) in Q1 2015, closing a stake of 3,722 shares — an estimated $180K sold.

National Investment Services first reported a position in BWA in Q2 2013 and held it in 7 quarters. The position peaked at $2.48M in Q2 2014. 522 funds tracked by Wall St. Rank hold BWA as of Q1 2015.

National Investment Services reported no remaining BorgWarner position as of Q1 2015 after selling out during the quarter.
National Investment Services sold 3,722 BorgWarner shares in Q1 2015, an estimated $180K.
National Investment Services first reported a position in BorgWarner in Q2 2013 and held it in 7 quarters.
National Investment Services's BorgWarner position peaked at $2.48M in Q2 2014.
522 funds tracked by Wall St. Rank held BorgWarner as of Q1 2015.

Based on National Investment Services's 13F filing for Q1 2015, filed 13 May 2015.