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Pathway Financial Advisors’s BorgWarner BWA Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-1,479
Closed -$56K – 136
2018
Q2 		$56K Hold
1,479
– – 0.03% 239
2018
Q1 		$65K Hold
1,479
– – 0.04% 207
2017
Q4 		$67K Buy
+1,479
New +$68.4K 0.04% 204

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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Harris Associates
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pathway Financial Advisors's BWA Position: Q3 2018 in Review

Pathway Financial Advisors sold out of BorgWarner (BWA) in Q3 2018, closing a stake of 1,479 shares — an estimated $56K sold.

Pathway Financial Advisors first reported a position in BWA in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q4 2017. 551 funds tracked by Wall St. Rank hold BWA as of Q3 2018.

  • Pathway Financial Advisors reported no remaining BorgWarner position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,479 BorgWarner shares in Q3 2018, an estimated $56K.
  • Pathway Financial Advisors first reported a position in BorgWarner in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's BorgWarner position peaked at $67K in Q4 2017.
  • 551 funds tracked by Wall St. Rank held BorgWarner as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.