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Partnervest Advisory Services’s BorgWarner BWA Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-1,164
Closed -$67K – 233
2014
Q2 		$67K Buy
1,164
+262
+29% +$14.4K 0.03% 311
2014
Q1 		$49K Hold
902
– – 0.02% 329
2013
Q4 		$44K Buy
+902
New +$41.8K 0.02% 327

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BIT
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JP Morgan Chase
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Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
SP
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Partnervest Advisory Services's BWA Position: Q3 2014 in Review

Partnervest Advisory Services sold out of BorgWarner (BWA) in Q3 2014, closing a stake of 1,164 shares — an estimated $67K sold.

Partnervest Advisory Services first reported a position in BWA in Q4 2013 and held it in 3 quarters. The position peaked at $67K in Q2 2014. 505 funds tracked by Wall St. Rank hold BWA as of Q3 2014.

  • Partnervest Advisory Services reported no remaining BorgWarner position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,164 BorgWarner shares in Q3 2014, an estimated $67K.
  • Partnervest Advisory Services first reported a position in BorgWarner in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's BorgWarner position peaked at $67K in Q2 2014.
  • 505 funds tracked by Wall St. Rank held BorgWarner as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.