SCG
BWA icon

Strategic Capital Group’s BorgWarner BWA Stock Holding History

Strategic Capital Group’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
Q2 		$86K Sell
1,498
-1,260
-46% -$69.4K 0.03% 178
2014
Q1 		$149K Buy
+2,758
New +$141K 0.05% 165

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Capital Group's BWA Position: Q2 2014 in Review

Strategic Capital Group reduced its BorgWarner (BWA) stake by 46% in Q2 2014, selling an estimated $69.4K and leaving 1,498 shares worth $86K. The position accounts for 0.03% of the portfolio, ranked #178.

Strategic Capital Group first reported a position in BWA in Q1 2014 and has held it in 2 quarters since. The position peaked at $149K in Q1 2014. 509 funds tracked by Wall St. Rank hold BWA as of Q2 2014.

  • Strategic Capital Group held 1,498 shares of BorgWarner worth $86K as of Q2 2014.
  • Strategic Capital Group sold 1,260 BorgWarner shares in Q2 2014, an estimated $69.4K.
  • BorgWarner made up 0.03% of Strategic Capital Group's portfolio in Q2 2014, its #178 holding.
  • Strategic Capital Group first reported a position in BorgWarner in Q1 2014 and has held it in 2 quarters since.
  • Strategic Capital Group's BorgWarner position peaked at $149K in Q1 2014.
  • 509 funds tracked by Wall St. Rank held BorgWarner as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.