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Wafra Inc’s BorgWarner BWA Stock Holding History

Wafra Inc’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 		– Sell
-206,638
Closed -$11.9M – 64
2014
Q2 		$11.9M Hold
206,638
– – 1.48% 27
2014
Q1 		$11.2M Hold
206,638
– – 1.35% 32
2013
Q4 		$10.2M Buy
+206,638
New +$9.57M 1.3% 33

Other funds holding BWA

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 16.07% 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 $1.56T AUM 27.86% 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

Wafra Inc's BWA Position: Q3 2014 in Review

Wafra Inc sold out of BorgWarner (BWA) in Q3 2014, closing a stake of 206,638 shares — an estimated $11.9M sold.

Wafra Inc first reported a position in BWA in Q4 2013 and held it in 3 quarters. The position peaked at $11.9M in Q2 2014. 505 funds tracked by Wall St. Rank hold BWA as of Q3 2014.

  • Wafra Inc reported no remaining BorgWarner position as of Q3 2014 after selling out during the quarter.
  • Wafra Inc sold 206,638 BorgWarner shares in Q3 2014, an estimated $11.9M.
  • Wafra Inc first reported a position in BorgWarner in Q4 2013 and held it in 3 quarters.
  • Wafra Inc's BorgWarner position peaked at $11.9M in Q2 2014.
  • 505 funds tracked by Wall St. Rank held BorgWarner as of Q3 2014.

Based on Wafra Inc's 13F filing for Q3 2014, filed 28 Oct 2014.