Smith Hayes Advisers’s BorgWarner BWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$1.69M Buy
49,881
+1,669
+3% +$49.5K 0.34% 80
2015
Q4
$1.83M Sell
48,212
-6,409
-12% -$241K 0.39% 72
2015
Q3
$2M Buy
54,621
+235
+0.4% +$9.77K 0.43% 71
2015
Q2
$2.72M Sell
54,386
-176
-0.3% -$9.39K 0.54% 58
2015
Q1
$2.9M Buy
54,562
+64
+0.1% +$3.26K 0.58% 50
2014
Q4
$2.64M Buy
54,498
+1,824
+3% +$88.9K 0.55% 53
2014
Q3
$2.44M Sell
52,674
-1,358
-3% -$74.4K 0.57% 52
2014
Q2
$3.1M Sell
54,032
-4,083
-7% -$225K 0.73% 34
2014
Q1
$3.15M Sell
58,115
-1,357
-2% -$69.2K 0.78% 33
2013
Q4
$2.93M Buy
59,472
+7
+0% +$324 0.96% 25
2013
Q3
$2.65M Buy
59,465
+7
+0% +$294 1.01% 25
2013
Q2
$2.25M Buy
+59,458
New +$2.09M 0.94% 29

Other funds holding BWA

Smith Hayes Advisers's BWA Position: Q1 2016 in Review

Smith Hayes Advisers increased its BorgWarner (BWA) stake by 3.5% in Q1 2016, buying an estimated $49.5K and bringing the position to 49,881 shares worth $1.69M. The position accounts for 0.34% of the portfolio, ranked #80.

Smith Hayes Advisers first reported a position in BWA in Q2 2013 and has held it in 12 quarters since. The position peaked at $3.15M in Q1 2014. 443 funds tracked by Wall St. Rank hold BWA as of Q1 2016.

  • Smith Hayes Advisers held 49,881 shares of BorgWarner worth $1.69M as of Q1 2016.
  • Smith Hayes Advisers bought 1,669 BorgWarner shares in Q1 2016, an estimated $49.5K.
  • BorgWarner made up 0.34% of Smith Hayes Advisers's portfolio in Q1 2016, its #80 holding.
  • Smith Hayes Advisers first reported a position in BorgWarner in Q2 2013 and has held it in 12 quarters since.
  • Smith Hayes Advisers's BorgWarner position peaked at $3.15M in Q1 2014.
  • 443 funds tracked by Wall St. Rank held BorgWarner as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.