Princeton Alpha Management’s BorgWarner BWA Stock Holding History

Princeton Alpha 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
2016 Q4	–	Sell	-60,643	Closed	-$1.88M	–	708
2016 Q3	$1.88M	Buy	+60,643	New	+$1.79M	0.35%	52
2016 Q2	–	Sell	-36,111	Closed	-$1.22M	–	782
2016 Q1	$1.22M	Buy	+36,111	New	+$1.07M	0.2%	162
2015 Q1	–	Sell	-15,142	Closed	-$732K	–	712
2014 Q4	$732K	Sell	15,142 -42,073	-74%	-$2.05M	0.21%	119
2014 Q3	$2.65M	Buy	57,215 +46,546	+436%	+$2.55M	0.6%	22
2014 Q2	$612K	Buy	+10,669	New	+$587K	0.13%	246

Other funds holding BWA

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ATO

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Princeton Alpha Management's BWA Position: Q4 2016 in Review

Princeton Alpha Management sold out of BorgWarner (BWA) in Q4 2016, closing a stake of 60,643 shares — an estimated $1.88M sold.

Princeton Alpha Management first reported a position in BWA in Q2 2014 and held it in 5 quarters. The position peaked at $2.65M in Q3 2014. 501 funds tracked by Wall St. Rank hold BWA as of Q4 2016.

Princeton Alpha Management reported no remaining BorgWarner position as of Q4 2016 after selling out during the quarter.
Princeton Alpha Management sold 60,643 BorgWarner shares in Q4 2016, an estimated $1.88M.
Princeton Alpha Management first reported a position in BorgWarner in Q2 2014 and held it in 5 quarters.
Princeton Alpha Management's BorgWarner position peaked at $2.65M in Q3 2014.
501 funds tracked by Wall St. Rank held BorgWarner as of Q4 2016.

Based on Princeton Alpha Management's 13F filing for Q4 2016, filed 10 Feb 2017.