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Rockefeller Financial Services’s BorgWarner BWA Stock Holding History

Rockefeller Financial Services’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
Q2 		– Sell
-875
Closed -$47K – 475
2015
Q1 		$47K Buy
+875
New +$44.5K ﹤0.01% 422

Other funds holding BWA

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $75B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Rockefeller Financial Services's BWA Position: Q2 2015 in Review

Rockefeller Financial Services sold out of BorgWarner (BWA) in Q2 2015, closing a stake of 875 shares — an estimated $47K sold.

Rockefeller Financial Services first reported a position in BWA in Q1 2015 and held it in 1 quarter. The position peaked at $47K in Q1 2015. 518 funds tracked by Wall St. Rank hold BWA as of Q2 2015.

  • Rockefeller Financial Services reported no remaining BorgWarner position as of Q2 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 875 BorgWarner shares in Q2 2015, an estimated $47K.
  • Rockefeller Financial Services first reported a position in BorgWarner in Q1 2015 and held it in 1 quarter.
  • Rockefeller Financial Services's BorgWarner position peaked at $47K in Q1 2015.
  • 518 funds tracked by Wall St. Rank held BorgWarner as of Q2 2015.

Based on Rockefeller Financial Services's 13F filing for Q2 2015, filed 14 Jul 2015.