Veritas Investment Management’s BorgWarner BWA Stock Holding History

Veritas Investment 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
2017 Q2	–	Sell	-9,338	Closed	-$344K	–	67
2017 Q1	$344K	Hold	9,338	–	–	0.06%	38
2016 Q4	$324K	Hold	9,338	–	–	0.06%	41
2016 Q3	$289K	Hold	9,338	–	–	0.05%	47
2016 Q2	$243K	Sell	9,338 -977	-9%	-$29.6K	0.05%	48
2016 Q1	$348K	Sell	10,315 -5,680	-36%	-$168K	0.07%	42
2015 Q4	$609K	Buy	15,995 +3,408	+27%	+$128K	0.12%	34
2015 Q3	$192K	Buy	12,587 +3,056	+32%	+$127K	0.05%	52
2015 Q2	$109K	Buy	9,531 +7,356	+338%	+$393K	0.03%	59
2015 Q1	$116K	Buy	+2,175	New	+$111K	0.04%	56
2014 Q3	–	Sell	-7,736	Closed	-$444K	–	68
2014 Q2	$444K	Buy	7,736 +4,396	+132%	+$242K	0.15%	45
2014 Q1	$181K	Buy	+3,340	New	+$170K	0.07%	55

Other funds holding BWA

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Veritas Investment Management's BWA Position: Q2 2017 in Review

Veritas Investment Management sold out of BorgWarner (BWA) in Q2 2017, closing a stake of 9,338 shares — an estimated $344K sold.

Veritas Investment Management first reported a position in BWA in Q1 2014 and held it in 11 quarters. The position peaked at $609K in Q4 2015. 515 funds tracked by Wall St. Rank hold BWA as of Q2 2017.

Veritas Investment Management reported no remaining BorgWarner position as of Q2 2017 after selling out during the quarter.
Veritas Investment Management sold 9,338 BorgWarner shares in Q2 2017, an estimated $344K.
Veritas Investment Management first reported a position in BorgWarner in Q1 2014 and held it in 11 quarters.
Veritas Investment Management's BorgWarner position peaked at $609K in Q4 2015.
515 funds tracked by Wall St. Rank held BorgWarner as of Q2 2017.

Based on Veritas Investment Management's 13F filing for Q2 2017, filed 9 Aug 2017.