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

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

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

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

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

Obermeyer Wealth Partners's BWA Position: Q1 2018 in Review

Obermeyer Wealth Partners sold out of BorgWarner (BWA) in Q1 2018, closing a stake of 5,453 shares — an estimated $245K sold.

Obermeyer Wealth Partners first reported a position in BWA in Q4 2014 and held it in 8 quarters. The position peaked at $290K in Q1 2015. 584 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

Obermeyer Wealth Partners reported no remaining BorgWarner position as of Q1 2018 after selling out during the quarter.
Obermeyer Wealth Partners sold 5,453 BorgWarner shares in Q1 2018, an estimated $245K.
Obermeyer Wealth Partners first reported a position in BorgWarner in Q4 2014 and held it in 8 quarters.
Obermeyer Wealth Partners's BorgWarner position peaked at $290K in Q1 2015.
584 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2018, filed 7 May 2018.