WI
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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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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 $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return