Tortoise Capital Advisors’s BorgWarner BWA Stock Holding History

Tortoise Capital 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
2020 Q1	–	Sell	-51	Closed	-$2K	–	129
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	112
2019 Q3	$2K	Hold	51	–	–	﹤0.01%	108
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	127
2019 Q1	$2K	Hold	51	–	–	﹤0.01%	120
2018 Q4	$2K	Buy	51 +24	+89%	+$804	﹤0.01%	114
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	143
2018 Q2	$1K	Hold	27	–	–	﹤0.01%	142
2018 Q1	$1K	Hold	27	–	–	﹤0.01%	141
2017 Q4	$1K	Buy	+27	New	+$1.25K	﹤0.01%	143

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tortoise Capital Advisors's BWA Position: Q1 2020 in Review

Tortoise Capital Advisors sold out of BorgWarner (BWA) in Q1 2020, closing a stake of 51 shares — an estimated $2K sold.

Tortoise Capital Advisors first reported a position in BWA in Q4 2017 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 480 funds tracked by Wall St. Rank hold BWA as of Q1 2020.

Tortoise Capital Advisors reported no remaining BorgWarner position as of Q1 2020 after selling out during the quarter.
Tortoise Capital Advisors sold 51 BorgWarner shares in Q1 2020, an estimated $2K.
Tortoise Capital Advisors first reported a position in BorgWarner in Q4 2017 and held it in 9 quarters.
Tortoise Capital Advisors's BorgWarner position peaked at $2K in Q4 2019.
480 funds tracked by Wall St. Rank held BorgWarner as of Q1 2020.

Based on Tortoise Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.