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Union Point Advisors’s BorgWarner BWA Stock Holding History

Union Point 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
Q1 		– Sell
-285,042
Closed -$13.8M – 24
2014
Q4 		$13.8M Buy
285,042
+95,502
+50% +$4.65M 5.79% 7
2014
Q3 		$8.78M Buy
189,540
+1,034
+0.5% +$56.7K 3.47% 13
2014
Q2 		$10.8M Buy
188,506
+70,497
+60% +$3.88M 4.44% 10
2014
Q1 		$6.39M Buy
+118,009
New +$6.02M 2.92% 18

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Union Point Advisors's BWA Position: Q1 2015 in Review

Union Point Advisors sold out of BorgWarner (BWA) in Q1 2015, closing a stake of 285,042 shares — an estimated $13.8M sold.

Union Point Advisors first reported a position in BWA in Q1 2014 and held it in 4 quarters. The position peaked at $13.8M in Q4 2014. 521 funds tracked by Wall St. Rank hold BWA as of Q1 2015.

  • Union Point Advisors reported no remaining BorgWarner position as of Q1 2015 after selling out during the quarter.
  • Union Point Advisors sold 285,042 BorgWarner shares in Q1 2015, an estimated $13.8M.
  • Union Point Advisors first reported a position in BorgWarner in Q1 2014 and held it in 4 quarters.
  • Union Point Advisors's BorgWarner position peaked at $13.8M in Q4 2014.
  • 521 funds tracked by Wall St. Rank held BorgWarner as of Q1 2015.

Based on Union Point Advisors's 13F filing for Q1 2015, filed 15 May 2015.