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Smith & Howard Wealth Management’s BorgWarner BWA Stock Holding History

Smith & Howard Wealth Management’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
Q1 		– Sell
-1,754
Closed -$86K – 58
2013
Q4 		$86K Sell
1,754
-516
-23% -$23.9K 0.05% 91
2013
Q3 		$101K Hold
2,270
– – 0.06% 69
2013
Q2 		$86K Buy
+2,270
New +$79.8K 0.06% 82

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Artisan Partners
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Harris Associates
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Winslow Capital Management
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Smith & Howard Wealth Management's BWA Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of BorgWarner (BWA) in Q1 2014, closing a stake of 1,754 shares — an estimated $86K sold.

Smith & Howard Wealth Management first reported a position in BWA in Q2 2013 and held it in 3 quarters. The position peaked at $101K in Q3 2013. 482 funds tracked by Wall St. Rank hold BWA as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining BorgWarner position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,754 BorgWarner shares in Q1 2014, an estimated $86K.
  • Smith & Howard Wealth Management first reported a position in BorgWarner in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's BorgWarner position peaked at $101K in Q3 2013.
  • 482 funds tracked by Wall St. Rank held BorgWarner as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.