Old Mutual Customised Solutions’s BorgWarner BWA Stock Holding History

Old Mutual Customised Solutions’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 Q2	$669K	Hold	17,608	–	–	0.07%	329
2018 Q1	$779K	Hold	17,608	–	–	0.08%	299
2017 Q4	$792K	Buy	17,608 +2,613	+17%	+$121K	0.08%	291
2017 Q3	$676K	Buy	14,995 +2,272	+18%	+$92.8K	0.09%	259
2017 Q2	$474K	Buy	12,723 +2,158	+20%	+$78.2K	0.07%	325
2017 Q1	$389K	Buy	10,565 +2,272	+27%	+$82.8K	0.06%	360
2016 Q4	$288K	Buy	8,293 +2,272	+38%	+$73.3K	0.05%	412
2016 Q3	$186K	Hold	6,021	–	–	0.05%	399
2016 Q2	$156K	Hold	6,021	–	–	0.04%	505
2016 Q1	$204K	Hold	6,021	–	–	0.05%	411
2015 Q4	$229K	Hold	6,021	–	–	0.06%	373
2015 Q3	$220K	Hold	6,021	–	–	0.06%	376
2015 Q2	$301K	Buy	6,021 +1,023	+20%	+$54.6K	0.07%	354
2015 Q1	$266K	Buy	4,998 +2,044	+69%	+$104K	0.06%	371
2014 Q4	$143K	Buy	2,954 +455	+18%	+$22.2K	0.04%	490
2014 Q3	$116K	Sell	2,499 -1,477	-37%	-$80.9K	0.03%	534
2014 Q2	$228K	Buy	3,976 +795	+25%	+$43.8K	0.06%	391
2014 Q1	$172K	Hold	3,181	–	–	0.04%	457
2013 Q4	$157K	Hold	3,181	–	–	0.04%	462
2013 Q3	$142K	Hold	3,181	–	–	0.04%	475
2013 Q2	$121K	Buy	+3,181	New	+$112K	0.04%	544

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Old Mutual Customised Solutions's BWA Position: Q2 2018 in Review

Old Mutual Customised Solutions held its BorgWarner (BWA) position steady in Q2 2018 at 17,608 shares worth $669K. The position accounts for 0.07% of the portfolio, ranked #329.

Old Mutual Customised Solutions first reported a position in BWA in Q2 2013 and has held it in 21 quarters since. The position peaked at $792K in Q4 2017. 591 funds tracked by Wall St. Rank hold BWA as of Q2 2018.

Old Mutual Customised Solutions held 17,608 shares of BorgWarner worth $669K as of Q2 2018.
Old Mutual Customised Solutions left its BorgWarner share count unchanged in Q2 2018.
BorgWarner made up 0.07% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #329 holding.
Old Mutual Customised Solutions first reported a position in BorgWarner in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's BorgWarner position peaked at $792K in Q4 2017.
591 funds tracked by Wall St. Rank held BorgWarner as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.