OneDigital Investment Advisors’s BorgWarner BWA Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-454	Closed	-$17K	–	635
2019 Q2	$17K	Hold	454	–	–	﹤0.01%	841
2019 Q1	$15K	Buy	454 +194	+75%	+$6.71K	﹤0.01%	797
2018 Q4	$8K	Sell	260 -198	-43%	-$6.64K	﹤0.01%	886
2018 Q3	$17K	Hold	458	–	–	﹤0.01%	703
2018 Q2	$17K	Sell	458 -1,174	-72%	-$51.7K	﹤0.01%	863
2018 Q1	$72K	Buy	1,632 +3	+0.2%	+$139	0.02%	426
2017 Q4	$73K	Buy	1,629 +1,171	+256%	+$54.1K	0.01%	409
2017 Q3	$21K	Hold	458	–	–	0.01%	623
2017 Q2	$17K	Buy	+458	New	+$16.6K	0.01%	795

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

OneDigital Investment Advisors's BWA Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of BorgWarner (BWA) in Q3 2019, closing a stake of 454 shares — an estimated $17K sold.

OneDigital Investment Advisors first reported a position in BWA in Q2 2017 and held it in 9 quarters. The position peaked at $73K in Q4 2017. 492 funds tracked by Wall St. Rank hold BWA as of Q3 2019.

OneDigital Investment Advisors reported no remaining BorgWarner position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 454 BorgWarner shares in Q3 2019, an estimated $17K.
OneDigital Investment Advisors first reported a position in BorgWarner in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's BorgWarner position peaked at $73K in Q4 2017.
492 funds tracked by Wall St. Rank held BorgWarner as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.