Virtus Investment Advisers’s BorgWarner BWA Stock Holding History

Virtus Investment Advisers’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	-56,865	Closed	-$2.56M	–	72
2017 Q4	$2.56M	Sell	56,865 -9,126	-14%	-$422K	0.28%	119
2017 Q3	$2.98M	Sell	65,991 -12,224	-16%	-$499K	0.31%	112
2017 Q2	$2.92M	Buy	78,215 +72,369	+1,238%	+$2.62M	0.28%	120
2017 Q1	$215K	Sell	5,846 -1,050	-15%	-$38.3K	0.02%	403
2016 Q4	$239K	Buy	6,896 +1,031	+18%	+$33.3K	0.02%	425
2016 Q3	$182K	Buy	+5,865	New	+$173K	0.01%	449

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

Virtus Investment Advisers's BWA Position: Q1 2018 in Review

Virtus Investment Advisers sold out of BorgWarner (BWA) in Q1 2018, closing a stake of 56,865 shares — an estimated $2.56M sold.

Virtus Investment Advisers first reported a position in BWA in Q3 2016 and held it in 6 quarters. The position peaked at $2.98M in Q3 2017. 583 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

Virtus Investment Advisers reported no remaining BorgWarner position as of Q1 2018 after selling out during the quarter.
Virtus Investment Advisers sold 56,865 BorgWarner shares in Q1 2018, an estimated $2.56M.
Virtus Investment Advisers first reported a position in BorgWarner in Q3 2016 and held it in 6 quarters.
Virtus Investment Advisers's BorgWarner position peaked at $2.98M in Q3 2017.
583 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.