Nelson Capital Management’s BorgWarner BWA Stock Holding History

Nelson Capital 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
2017 Q4	–	Sell	-128	Closed	-$6K	–	343
2017 Q3	$6K	Hold	128	–	–	﹤0.01%	218
2017 Q2	$5K	Hold	128	–	–	﹤0.01%	234
2017 Q1	$5K	Hold	128	–	–	﹤0.01%	231
2016 Q4	$4K	Hold	128	–	–	﹤0.01%	233
2016 Q3	$4K	Hold	128	–	–	﹤0.01%	233
2016 Q2	$3K	Hold	128	–	–	﹤0.01%	245
2016 Q1	$4K	Hold	128	–	–	﹤0.01%	230
2015 Q4	$5K	Hold	128	–	–	﹤0.01%	224
2015 Q3	$5K	Hold	128	–	–	﹤0.01%	228
2015 Q2	$6K	Buy	+128	New	+$6.83K	﹤0.01%	225

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nelson Capital Management's BWA Position: Q4 2017 in Review

Nelson Capital Management sold out of BorgWarner (BWA) in Q4 2017, closing a stake of 128 shares — an estimated $6K sold.

Nelson Capital Management first reported a position in BWA in Q2 2015 and held it in 10 quarters. The position peaked at $6K in Q3 2017. 612 funds tracked by Wall St. Rank hold BWA as of Q4 2017.

Nelson Capital Management reported no remaining BorgWarner position as of Q4 2017 after selling out during the quarter.
Nelson Capital Management sold 128 BorgWarner shares in Q4 2017, an estimated $6K.
Nelson Capital Management first reported a position in BorgWarner in Q2 2015 and held it in 10 quarters.
Nelson Capital Management's BorgWarner position peaked at $6K in Q3 2017.
612 funds tracked by Wall St. Rank held BorgWarner as of Q4 2017.

Based on Nelson Capital Management's 13F filing for Q4 2017, filed 26 Jan 2018.