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UBS’s BorgWarner BWA Stock Holding History

UBS’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 		$10M Sell
216,161
-5,890
-3% -$323K 0.01% 1451
2014
Q2 		$12.7M Buy
222,051
+75,551
+52% +$4.16M 0.01% 1177
2014
Q1 		$7.93M Sell
146,500
-34,993
-19% -$1.78M 0.01% 1442
2013
Q4 		$8.93M Sell
181,493
-86,662
-32% -$4.01M 0.01% 1340
2013
Q3 		$12M Sell
268,155
-5,273
-2% -$221K 0.01% 996
2013
Q2 		$10.4M Buy
+273,428
New +$9.62M 0.01% 1009

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

UBS's BWA Position: Q3 2014 in Review

UBS reduced its BorgWarner (BWA) stake by 2.7% in Q3 2014, selling an estimated $323K and leaving 216,161 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #1451.

UBS first reported a position in BWA in Q2 2013 and has held it in 6 quarters since. The position peaked at $12.7M in Q2 2014. 505 funds tracked by Wall St. Rank hold BWA as of Q3 2014.

  • UBS held 216,161 shares of BorgWarner worth $10M as of Q3 2014.
  • UBS sold 5,890 BorgWarner shares in Q3 2014, an estimated $323K.
  • BorgWarner made up 0.01% of UBS's portfolio in Q3 2014, its #1451 holding.
  • UBS first reported a position in BorgWarner in Q2 2013 and has held it in 6 quarters since.
  • UBS's BorgWarner position peaked at $12.7M in Q2 2014.
  • 505 funds tracked by Wall St. Rank held BorgWarner as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.