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WealthPLAN Partners’s BorgWarner BWA Stock Holding History

WealthPLAN Partners’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
-227
Closed -$7.64K – 210
2017
Q1 		$7.64K Buy
+227
New +$8.27K 0.03% 302
2016
Q3 		$45.6K Buy
+1,477
New +$43.5K 0.01% 354

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State Street
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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
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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

WealthPLAN Partners's BWA Position: Q2 2017 in Review

WealthPLAN Partners sold out of BorgWarner (BWA) in Q2 2017, closing a stake of 227 shares — an estimated $7.64K sold.

WealthPLAN Partners first reported a position in BWA in Q3 2016 and held it in 2 quarters. The position peaked at $45.6K in Q3 2016. 515 funds tracked by Wall St. Rank hold BWA as of Q2 2017.

  • WealthPLAN Partners reported no remaining BorgWarner position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 227 BorgWarner shares in Q2 2017, an estimated $7.64K.
  • WealthPLAN Partners first reported a position in BorgWarner in Q3 2016 and held it in 2 quarters.
  • WealthPLAN Partners's BorgWarner position peaked at $45.6K in Q3 2016.
  • 515 funds tracked by Wall St. Rank held BorgWarner as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.