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Torch Wealth Management’s BorgWarner BWA Stock Holding History

Torch Wealth Management’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 		– Sell
-2,272
Closed -$130K – 122
2014
Q2 		$130K Hold
2,272
– – 0.09% 115
2014
Q1 		$123K Hold
2,272
– – 0.09% 105
2013
Q4 		$112K Buy
+2,272
New +$105K 0.09% 106

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BIT
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Harris Associates
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JP Morgan Chase
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Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Torch Wealth Management's BWA Position: Q3 2014 in Review

Torch Wealth Management sold out of BorgWarner (BWA) in Q3 2014, closing a stake of 2,272 shares — an estimated $130K sold.

Torch Wealth Management first reported a position in BWA in Q4 2013 and held it in 3 quarters. The position peaked at $130K in Q2 2014. 505 funds tracked by Wall St. Rank hold BWA as of Q3 2014.

  • Torch Wealth Management reported no remaining BorgWarner position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 2,272 BorgWarner shares in Q3 2014, an estimated $130K.
  • Torch Wealth Management first reported a position in BorgWarner in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's BorgWarner position peaked at $130K in Q2 2014.
  • 505 funds tracked by Wall St. Rank held BorgWarner as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.