Sheaff Brock Investment Advisors’s BorgWarner BWA Stock Holding History

Sheaff Brock Investment Advisors’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 Q4	–	Sell	-24,097	Closed	-$907K	–	483
2018 Q3	$907K	Sell	24,097 -970	-4%	-$38.1K	0.09%	170
2018 Q2	$952K	Sell	25,067 -2,270	-8%	-$100K	0.09%	164
2018 Q1	$1.21M	Sell	27,337 -1,588	-5%	-$73.8K	0.13%	119
2017 Q4	$1.3M	Buy	+28,925	New	+$1.34M	0.17%	116

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

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

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

ATO

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

BCIM

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

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

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

Sheaff Brock Investment Advisors's BWA Position: Q4 2018 in Review

Sheaff Brock Investment Advisors sold out of BorgWarner (BWA) in Q4 2018, closing a stake of 24,097 shares — an estimated $907K sold.

Sheaff Brock Investment Advisors first reported a position in BWA in Q4 2017 and held it in 4 quarters. The position peaked at $1.3M in Q4 2017. 523 funds tracked by Wall St. Rank hold BWA as of Q4 2018.

Sheaff Brock Investment Advisors reported no remaining BorgWarner position as of Q4 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 24,097 BorgWarner shares in Q4 2018, an estimated $907K.
Sheaff Brock Investment Advisors first reported a position in BorgWarner in Q4 2017 and held it in 4 quarters.
Sheaff Brock Investment Advisors's BorgWarner position peaked at $1.3M in Q4 2017.
523 funds tracked by Wall St. Rank held BorgWarner as of Q4 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.