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Stifel Nicolaus & Co’s BorgWarner BWA Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$214K Sell
4,805
-2,375
-33% -$99.8K ﹤0.01% 1331
2013
Q2 		$272K Buy
+7,180
New +$253K ﹤0.01% 1130

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Stifel Nicolaus & Co's BWA Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its BorgWarner (BWA) stake by 33% in Q3 2013, selling an estimated $99.8K and leaving 4,805 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Stifel Nicolaus & Co first reported a position in BWA in Q2 2013 and has held it in 2 quarters since. The position peaked at $272K in Q2 2013. 446 funds tracked by Wall St. Rank hold BWA as of Q3 2013.

  • Stifel Nicolaus & Co held 4,805 shares of BorgWarner worth $214K as of Q3 2013.
  • Stifel Nicolaus & Co sold 2,375 BorgWarner shares in Q3 2013, an estimated $99.8K.
  • BorgWarner made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1331 holding.
  • Stifel Nicolaus & Co first reported a position in BorgWarner in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's BorgWarner position peaked at $272K in Q2 2013.
  • 446 funds tracked by Wall St. Rank held BorgWarner as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.