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WBI Investments’s BorgWarner BWA Stock Holding History

WBI Investments’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
-85,562
Closed -$3.15M – 296
2017
Q1 		$3.15M Buy
85,562
+8,144
+11% +$297K 0.14% 114
2016
Q4 		$2.69M Sell
77,418
-32,332
-29% -$1.04M 0.12% 121
2016
Q3 		$3.4M Buy
+109,750
New +$3.23M 0.13% 114
2015
Q3 		– Sell
-80,027
Closed -$4M – 165
2015
Q2 		$4M Buy
80,027
+11,325
+16% +$604K 0.1% 147
2015
Q1 		$3.66M Buy
+68,702
New +$3.5M 0.09% 158

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Harris Associates
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WBI Investments's BWA Position: Q2 2017 in Review

WBI Investments sold out of BorgWarner (BWA) in Q2 2017, closing a stake of 85,562 shares — an estimated $3.15M sold.

WBI Investments first reported a position in BWA in Q1 2015 and held it in 5 quarters. The position peaked at $4M in Q2 2015. 515 funds tracked by Wall St. Rank hold BWA as of Q2 2017.

  • WBI Investments reported no remaining BorgWarner position as of Q2 2017 after selling out during the quarter.
  • WBI Investments sold 85,562 BorgWarner shares in Q2 2017, an estimated $3.15M.
  • WBI Investments first reported a position in BorgWarner in Q1 2015 and held it in 5 quarters.
  • WBI Investments's BorgWarner position peaked at $4M in Q2 2015.
  • 515 funds tracked by Wall St. Rank held BorgWarner as of Q2 2017.

Based on WBI Investments's 13F filing for Q2 2017, filed 10 Aug 2017.