WealthTrust Axiom’s BorgWarner BWA Stock Holding History

WealthTrust Axiom’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 Q1	–	Sell	-10,656	Closed	-$369K	–	234
2016 Q4	$369K	Buy	+10,656	New	+$344K	0.13%	138

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WealthTrust Axiom's BWA Position: Q1 2017 in Review

WealthTrust Axiom sold out of BorgWarner (BWA) in Q1 2017, closing a stake of 10,656 shares — an estimated $369K sold.

WealthTrust Axiom first reported a position in BWA in Q4 2016 and held it in 1 quarter. The position peaked at $369K in Q4 2016. 529 funds tracked by Wall St. Rank hold BWA as of Q1 2017.

WealthTrust Axiom reported no remaining BorgWarner position as of Q1 2017 after selling out during the quarter.
WealthTrust Axiom sold 10,656 BorgWarner shares in Q1 2017, an estimated $369K.
WealthTrust Axiom first reported a position in BorgWarner in Q4 2016 and held it in 1 quarter.
WealthTrust Axiom's BorgWarner position peaked at $369K in Q4 2016.
529 funds tracked by Wall St. Rank held BorgWarner as of Q1 2017.

Based on WealthTrust Axiom's 13F filing for Q1 2017, filed 27 Apr 2017.