Vantage Financial Partners (Illinois)’s BorgWarner BWA Stock Holding History

Vantage Financial Partners (Illinois)’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 Q1	–	Sell	-8,634	Closed	-$388K	–	78
2017 Q4	$388K	Sell	8,634 -1,704	-16%	-$78.8K	0.26%	51
2017 Q3	$466K	Hold	10,338	–	–	0.33%	41
2017 Q2	$386K	Sell	10,338 -278,278	-96%	-$10.1M	0.27%	46
2017 Q1	$8.88M	Buy	288,616 +281,914	+4,206%	+$10.3M	6.34%	6
2016 Q4	$232K	Buy	+6,702	New	+$216K	0.21%	47

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s BWA Position: Q1 2018 in Review

Vantage Financial Partners (Illinois) sold out of BorgWarner (BWA) in Q1 2018, closing a stake of 8,634 shares — an estimated $388K sold.

Vantage Financial Partners (Illinois) first reported a position in BWA in Q4 2016 and held it in 5 quarters. The position peaked at $8.88M in Q1 2017. 583 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

Vantage Financial Partners (Illinois) reported no remaining BorgWarner position as of Q1 2018 after selling out during the quarter.
Vantage Financial Partners (Illinois) sold 8,634 BorgWarner shares in Q1 2018, an estimated $388K.
Vantage Financial Partners (Illinois) first reported a position in BorgWarner in Q4 2016 and held it in 5 quarters.
Vantage Financial Partners (Illinois)'s BorgWarner position peaked at $8.88M in Q1 2017.
583 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q1 2018, filed 7 May 2018.