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Waverton Investment Management’s BorgWarner BWA Stock Holding History

Waverton 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
2014
Q2 		– Sell
-49,064
Closed -$2.65M – 104
2014
Q1 		$2.65M Buy
49,064
+307
+0.6% +$15.7K 0.13% 127
2013
Q4 		$2.4M Hold
48,757
– – 0.12% 127
2013
Q3 		$2.18M Buy
+48,757
New +$2.05M 0.13% 132

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Winslow Capital Management
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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Norges Bank
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Waverton Investment Management's BWA Position: Q2 2014 in Review

Waverton Investment Management sold out of BorgWarner (BWA) in Q2 2014, closing a stake of 49,064 shares — an estimated $2.65M sold.

Waverton Investment Management first reported a position in BWA in Q3 2013 and held it in 3 quarters. The position peaked at $2.65M in Q1 2014. 509 funds tracked by Wall St. Rank hold BWA as of Q2 2014.

  • Waverton Investment Management reported no remaining BorgWarner position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 49,064 BorgWarner shares in Q2 2014, an estimated $2.65M.
  • Waverton Investment Management first reported a position in BorgWarner in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's BorgWarner position peaked at $2.65M in Q1 2014.
  • 509 funds tracked by Wall St. Rank held BorgWarner as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.