OWP
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Obermeyer Wealth Partners’s BorgWarner BWA Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-5,453
Closed -$245K – 113
2017
Q4 		$245K Hold
5,453
– – 0.02% 107
2017
Q3 		$246K Sell
5,453
-137
-2% -$5.59K 0.02% 104
2017
Q2 		$208K Buy
5,590
+137
+3% +$4.97K 0.02% 119
2017
Q1 		$201K Buy
+5,453
New +$199K 0.02% 126
2016
Q1 		– Sell
-5,453
Closed -$208K – 125
2015
Q4 		$208K Buy
+5,453
New +$205K 0.02% 116
2015
Q3 		– Sell
-5,453
Closed -$273K – 119
2015
Q2 		$273K Hold
5,453
– – 0.02% 109
2015
Q1 		$290K Hold
5,453
– – 0.02% 117
2014
Q4 		$264K Buy
+5,453
New +$266K 0.02% 121

Other funds holding BWA

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return