PWM
BWA icon

Patriot Wealth Management’s BorgWarner BWA Stock Holding History

Patriot Wealth Management’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
2015
Q4 		– Sell
-148,438
Closed -$5.43M – 70
2015
Q3 		$5.43M Buy
148,438
+68,075
+85% +$2.83M 1.26% 30
2015
Q2 		$4.02M Buy
80,363
+750
+0.9% +$40K 0.9% 47
2015
Q1 		$4.24M Buy
79,613
+2,506
+3% +$128K 0.94% 43
2014
Q4 		$3.73M Buy
+77,107
New +$3.76M 0.87% 47
2014
Q3 		– Sell
-59,334
Closed -$3.4M – 61
2014
Q2 		$3.4M Buy
59,334
+190
+0.3% +$10.5K 0.86% 48
2014
Q1 		$3.2M Sell
59,144
-57,113
-49% -$2.91M 0.85% 46
2013
Q4 		$5.72M Buy
116,257
+52,893
+83% +$2.45M 1.58% 24
2013
Q3 		$2.83M Sell
63,364
-2,113
-3% -$88.8K 0.84% 47
2013
Q2 		$2.48M Buy
+65,477
New +$2.3M 0.78% 50

Other funds holding BWA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return