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Summit Financial Wealth Advisors’s BorgWarner BWA Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-381
Closed -$13K – 132
2015
Q3 		$13K Hold
381
– – 0.01% 176
2015
Q2 		$19K Hold
381
– – 0.01% 199
2015
Q1 		$21K Buy
+381
New +$19.4K 0.01% 159

Other funds holding BWA

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Summit Financial Wealth Advisors's BWA Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of BorgWarner (BWA) in Q4 2015, closing a stake of 381 shares — an estimated $13K sold.

Summit Financial Wealth Advisors first reported a position in BWA in Q1 2015 and held it in 3 quarters. The position peaked at $21K in Q1 2015. 450 funds tracked by Wall St. Rank hold BWA as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining BorgWarner position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 381 BorgWarner shares in Q4 2015, an estimated $13K.
  • Summit Financial Wealth Advisors first reported a position in BorgWarner in Q1 2015 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's BorgWarner position peaked at $21K in Q1 2015.
  • 450 funds tracked by Wall St. Rank held BorgWarner as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.