Proficio Capital Partners’s BorgWarner BWA Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-1,063	Closed	-$39K	–	348
2019 Q2	$39K	Buy	1,063 +44	+4%	+$1.56K	0.01%	454
2019 Q1	$34K	Sell	1,019 -48	-4%	-$1.66K	0.01%	469
2018 Q4	$33K	Buy	1,067 +760	+248%	+$25.5K	0.01%	405
2018 Q3	$12K	Sell	307 -72	-19%	-$2.83K	﹤0.01%	748
2018 Q2	$14K	Buy	379 +56	+17%	+$2.47K	0.01%	706
2018 Q1	$14K	Buy	323 +42	+15%	+$1.95K	0.01%	692
2017 Q4	$13K	Sell	281 -5	-2%	-$231	0.01%	716
2017 Q3	$13K	Buy	286 +210	+276%	+$8.57K	0.01%	708
2017 Q2	$3K	Hold	76	–	–	﹤0.01%	1028
2017 Q1	$3K	Buy	76 +11	+17%	+$401	﹤0.01%	1060
2016 Q4	$2K	Hold	65	–	–	﹤0.01%	892
2016 Q3	$2K	Buy	+65	New	+$1.92K	﹤0.01%	845
2016 Q2	–	Sell	-64	Closed	-$2K	–	1026
2016 Q1	$2K	Sell	64 -36	-36%	-$1.07K	﹤0.01%	723
2015 Q4	$4K	Buy	+100	New	+$3.75K	﹤0.01%	458

Other funds holding BWA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management

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

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

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Victory Capital Management

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

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return