RNS
BWA icon

Robert N. Shapiro’s BorgWarner BWA Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$76K Buy
1,585
+252
+19% +$12.3K 0.02% 392
2014
Q3 		$62K Buy
1,333
+55
+4% +$3.01K 0.01% 446
2014
Q2 		$74K Sell
1,278
-403
-24% -$22.2K 0.01% 409
2014
Q1 		$90K Sell
1,681
-568
-25% -$29K 0.02% 391
2013
Q4 		$111K Sell
2,249
-5,335
-70% -$247K 0.02% 355
2013
Q3 		$337K Buy
7,584
+359
+5% +$15.1K 0.06% 203
2013
Q2 		$274K Buy
+7,225
New +$254K 0.06% 224

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robert N. Shapiro's BWA Position: Q4 2014 in Review

Robert N. Shapiro increased its BorgWarner (BWA) stake by 19% in Q4 2014, buying an estimated $12.3K and bringing the position to 1,585 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #392.

Robert N. Shapiro first reported a position in BWA in Q2 2013 and has held it in 7 quarters since. The position peaked at $337K in Q3 2013. 534 funds tracked by Wall St. Rank hold BWA as of Q4 2014.

  • Robert N. Shapiro held 1,585 shares of BorgWarner worth $76K as of Q4 2014.
  • Robert N. Shapiro bought 252 BorgWarner shares in Q4 2014, an estimated $12.3K.
  • BorgWarner made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #392 holding.
  • Robert N. Shapiro first reported a position in BorgWarner in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's BorgWarner position peaked at $337K in Q3 2013.
  • 534 funds tracked by Wall St. Rank held BorgWarner as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.