Princeton Portfolio Strategies Group’s BorgWarner BWA Stock Holding History

Princeton Portfolio Strategies Group’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 Q1	–	Sell	-31,694	Closed	-$1.43M	–	152
2017 Q4	$1.43M	Hold	31,694	–	–	0.39%	75
2017 Q3	$1.43M	Hold	31,694	–	–	0.39%	71
2017 Q2	$1.18M	Buy	31,694 +2,044	+7%	+$74.1K	0.34%	79
2017 Q1	$1.09M	Hold	29,650	–	–	0.32%	79
2016 Q4	$1.03M	Buy	29,650 +14,740	+99%	+$475K	0.32%	79
2016 Q3	$462K	Buy	+14,910	New	+$439K	0.15%	112

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

ATO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Princeton Portfolio Strategies Group's BWA Position: Q1 2018 in Review

Princeton Portfolio Strategies Group sold out of BorgWarner (BWA) in Q1 2018, closing a stake of 31,694 shares — an estimated $1.43M sold.

Princeton Portfolio Strategies Group first reported a position in BWA in Q3 2016 and held it in 6 quarters. The position peaked at $1.43M in Q3 2017. 583 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

Princeton Portfolio Strategies Group reported no remaining BorgWarner position as of Q1 2018 after selling out during the quarter.
Princeton Portfolio Strategies Group sold 31,694 BorgWarner shares in Q1 2018, an estimated $1.43M.
Princeton Portfolio Strategies Group first reported a position in BorgWarner in Q3 2016 and held it in 6 quarters.
Princeton Portfolio Strategies Group's BorgWarner position peaked at $1.43M in Q3 2017.
583 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q1 2018, filed 15 May 2018.