WCA
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Waratah Capital Advisors’s BorgWarner BWA Stock Holding History

Waratah Capital 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
2017
Q2 		– Sell
-20,530
Closed -$755K – 169
2017
Q1 		$755K Buy
+20,530
New +$748K 0.1% 121
2016
Q4 		– Sell
-40,582
Closed -$1.26M – 148
2016
Q3 		$1.26M Buy
+40,582
New +$1.2M 0.22% 77
2016
Q1 		– Sell
-31,501
Closed -$1.2M – 150
2015
Q4 		$1.2M Sell
31,501
-20,414
-39% -$766K 0.22% 70
2015
Q3 		$1.9M Buy
+51,915
New +$2.16M 0.4% 54
2014
Q3 		– Sell
-10,792
Closed -$619K – 42
2014
Q2 		$619K Buy
10,792
+6,816
+171% +$375K 0.3% 51
2014
Q1 		$215K Buy
+3,976
New +$203K 0.12% 68

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return