Smith Affiliated Capital’s BorgWarner BWA Stock Holding History

Smith Affiliated Capital’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
2017 Q3	–	Hold	0	–	–	–	103
2017 Q2	–	Hold	0	–	–	–	111
2017 Q1	–	Hold	0	–	–	–	102
2016 Q4	–	Hold	0	–	–	–	110
2016 Q3	–	Hold	0	–	–	–	114
2016 Q2	–	Hold	0	–	–	–	108
2016 Q1	–	Hold	0	–	–	–	103
2015 Q4	–	Hold	0	–	–	–	105
2015 Q3	–	Hold	0	–	–	–	96
2015 Q2	–	Hold	0	–	–	–	87
2015 Q1	–	Hold	0	–	–	–	90
2014 Q4	–	Hold	0	–	–	–	80
2014 Q3	–	Hold	0	–	–	–	84
2014 Q2	–	Hold	0	–	-$24.6M	–	94
2014 Q1	–	Hold	0	–	–	–	63
2013 Q4	–	Hold	0	–	–	–	71
2013 Q3	–	Hold	0	–	–	–	96
2013 Q2	–	Hold	0	–	–	–	122

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

Capital Research Global Investors

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

Boston Partners

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

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

Diamond Hill Capital Management

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Victory Capital Management

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