SWS Partners’s BorgWarner BWA Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-24	Closed	-$1K	–	130
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	358
2017 Q4	$1K	Buy	+24	New	+$1.11K	﹤0.01%	374

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SWS Partners's BWA Position: Q2 2018 in Review

SWS Partners sold out of BorgWarner (BWA) in Q2 2018, closing a stake of 24 shares — an estimated $1K sold.

SWS Partners first reported a position in BWA in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2018.

SWS Partners reported no remaining BorgWarner position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 24 BorgWarner shares in Q2 2018, an estimated $1K.
SWS Partners first reported a position in BorgWarner in Q4 2017 and held it in 2 quarters.
SWS Partners's BorgWarner position peaked at $1K in Q1 2018.
590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.