WESCAP Management Group’s BorgWarner BWA Stock Holding History

WESCAP Management Group’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
2019 Q3	–	Sell	-16,141	Closed	-$596K	–	77
2019 Q2	$596K	Sell	16,141 -680	-4%	-$24.1K	0.25%	59
2019 Q1	$568K	Sell	16,821 -1,801	-10%	-$62.3K	0.24%	58
2018 Q4	$569K	Sell	18,622 -18,504	-50%	-$620K	0.27%	56
2018 Q3	$1.4M	Sell	37,126 -2,579	-6%	-$101K	0.71%	35
2018 Q2	$1.51M	Buy	39,705 +1,675	+4%	+$73.8K	0.73%	30
2018 Q1	$1.68M	Sell	38,030 -233	-0.6%	-$10.8K	0.67%	35
2017 Q4	$1.72M	Hold	38,263	–	–	0.68%	39
2017 Q3	$1.73M	Sell	38,263 -176	-0.5%	-$7.19K	0.78%	34
2017 Q2	$1.43M	Buy	+38,439	New	+$1.39M	0.68%	36

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WESCAP Management Group's BWA Position: Q3 2019 in Review

WESCAP Management Group sold out of BorgWarner (BWA) in Q3 2019, closing a stake of 16,141 shares — an estimated $596K sold.

WESCAP Management Group first reported a position in BWA in Q2 2017 and held it in 9 quarters. The position peaked at $1.73M in Q3 2017. 492 funds tracked by Wall St. Rank hold BWA as of Q3 2019.

WESCAP Management Group reported no remaining BorgWarner position as of Q3 2019 after selling out during the quarter.
WESCAP Management Group sold 16,141 BorgWarner shares in Q3 2019, an estimated $596K.
WESCAP Management Group first reported a position in BorgWarner in Q2 2017 and held it in 9 quarters.
WESCAP Management Group's BorgWarner position peaked at $1.73M in Q3 2017.
492 funds tracked by Wall St. Rank held BorgWarner as of Q3 2019.

Based on WESCAP Management Group's 13F filing for Q3 2019, filed 13 Nov 2019.