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Wealthfront’s BorgWarner BWA Stock Holding History

Wealthfront’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
2018
Q3 		– Sell
-5,428
Closed -$206K – 513
2018
Q2 		$206K Sell
5,428
-974
-15% -$42.9K ﹤0.01% 491
2018
Q1 		$283K Sell
6,402
-2,509
-28% -$117K ﹤0.01% 445
2017
Q4 		$401K Buy
8,911
+2,854
+47% +$132K ﹤0.01% 393
2017
Q3 		$273K Buy
6,057
+312
+5% +$12.7K ﹤0.01% 437
2017
Q2 		$214K Sell
5,745
-556
-9% -$20.2K ﹤0.01% 443
2017
Q1 		$232K Buy
+6,301
New +$230K ﹤0.01% 392
2015
Q4 		– Sell
-1,879
Closed -$69K – 387
2015
Q3 		$69K Buy
1,879
+435
+30% +$18.1K ﹤0.01% 468
2015
Q2 		$72K Buy
1,444
+372
+35% +$19.9K ﹤0.01% 459
2015
Q1 		$57K Buy
1,072
+39
+4% +$1.99K ﹤0.01% 469
2014
Q4 		$50K Buy
1,033
+775
+300% +$37.8K ﹤0.01% 478
2014
Q3 		$12K Sell
258
-416
-62% -$22.8K ﹤0.01% 525
2014
Q2 		$40K Buy
674
+264
+64% +$14.5K ﹤0.01% 404
2014
Q1 		$23K Buy
+410
New +$20.9K ﹤0.01% 405

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthfront's BWA Position: Q3 2018 in Review

Wealthfront sold out of BorgWarner (BWA) in Q3 2018, closing a stake of 5,428 shares — an estimated $206K sold.

Wealthfront first reported a position in BWA in Q1 2014 and held it in 13 quarters. The position peaked at $401K in Q4 2017. 552 funds tracked by Wall St. Rank hold BWA as of Q3 2018.

  • Wealthfront reported no remaining BorgWarner position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 5,428 BorgWarner shares in Q3 2018, an estimated $206K.
  • Wealthfront first reported a position in BorgWarner in Q1 2014 and held it in 13 quarters.
  • Wealthfront's BorgWarner position peaked at $401K in Q4 2017.
  • 552 funds tracked by Wall St. Rank held BorgWarner as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.