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Stifel Trust’s BorgWarner BWA Stock Holding History

Stifel Trust’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
Q3 		$3.73M Buy
80,631
+2,897
+4% +$159K 0.72% 59
2014
Q2 		$4.46M Buy
77,734
+897
+1% +$49.4K 0.83% 51
2014
Q1 		$4.16M Buy
76,837
+76,212
+12,194% +$3.89M 0.78% 54
2013
Q4 		$31K Buy
+625
New +$28.9K 0.01% 305

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Stifel Trust's BWA Position: Q3 2014 in Review

Stifel Trust increased its BorgWarner (BWA) stake by 3.7% in Q3 2014, buying an estimated $159K and bringing the position to 80,631 shares worth $3.73M. The position accounts for 0.72% of the portfolio, ranked #59.

Stifel Trust first reported a position in BWA in Q4 2013 and has held it in 4 quarters since. The position peaked at $4.46M in Q2 2014. 504 funds tracked by Wall St. Rank hold BWA as of Q3 2014.

  • Stifel Trust held 80,631 shares of BorgWarner worth $3.73M as of Q3 2014.
  • Stifel Trust bought 2,897 BorgWarner shares in Q3 2014, an estimated $159K.
  • BorgWarner made up 0.72% of Stifel Trust's portfolio in Q3 2014, its #59 holding.
  • Stifel Trust first reported a position in BorgWarner in Q4 2013 and has held it in 4 quarters since.
  • Stifel Trust's BorgWarner position peaked at $4.46M in Q2 2014.
  • 504 funds tracked by Wall St. Rank held BorgWarner as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.