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Westbourne Investment Advisors’s BorgWarner BWA Stock Holding History

Westbourne Investment Advisors’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
2020
Q3 		– Sell
-6,907
Closed -$215K – 49
2020
Q2 		$215K Sell
6,907
-21,260
-75% -$560K 0.26% 48
2020
Q1 		$604K Sell
28,167
-6,413
-19% -$185K 0.56% 45
2019
Q4 		$1.32M Sell
34,580
-1,744
-5% -$63.9K 0.9% 32
2019
Q3 		$1.17M Buy
36,324
+1,068
+3% +$34.4K 0.88% 34
2019
Q2 		$1.3M Sell
35,256
-670
-2% -$23.7K 1.06% 28
2019
Q1 		$1.22M Buy
35,926
+733
+2% +$25.4K 0.93% 31
2018
Q4 		$1.08M Buy
35,193
+3,788
+12% +$127K 0.93% 34
2018
Q3 		$1.18M Buy
31,405
+5,141
+20% +$202K 0.86% 36
2018
Q2 		$998K Buy
26,264
+2,181
+9% +$96.1K 0.86% 40
2018
Q1 		$1.06M Sell
24,083
-4,005
-14% -$186K 0.85% 41
2017
Q4 		$1.26M Sell
28,088
-5,998
-18% -$277K 0.96% 34
2017
Q3 		$1.54M Sell
34,086
-9,582
-22% -$391K 1.2% 26
2017
Q2 		$1.63M Sell
43,668
-170
-0.4% -$6.16K 1.32% 23
2017
Q1 		$1.61M Sell
43,838
-2,982
-6% -$109K 1.33% 23
2016
Q4 		$1.63M Buy
46,820
+4,396
+10% +$142K 1.42% 23
2016
Q3 		$1.31M Buy
42,424
+15,813
+59% +$466K 1.16% 29
2016
Q2 		$692K Buy
26,611
+2,942
+12% +$89K 0.63% 50
2016
Q1 		$800K Buy
23,669
+4,201
+22% +$125K 0.77% 44
2015
Q4 		$741K Sell
19,468
-1,454
-7% -$54.6K 0.72% 46
2015
Q3 		$766K Buy
20,922
+11,945
+133% +$497K 0.77% 42
2015
Q2 		$449K Buy
+8,977
New +$479K 0.41% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Westbourne Investment Advisors's BWA Position: Q3 2020 in Review

Westbourne Investment Advisors sold out of BorgWarner (BWA) in Q3 2020, closing a stake of 6,907 shares — an estimated $215K sold.

Westbourne Investment Advisors first reported a position in BWA in Q2 2015 and held it in 21 quarters. The position peaked at $1.63M in Q2 2017. 523 funds tracked by Wall St. Rank hold BWA as of Q3 2020.

  • Westbourne Investment Advisors reported no remaining BorgWarner position as of Q3 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 6,907 BorgWarner shares in Q3 2020, an estimated $215K.
  • Westbourne Investment Advisors first reported a position in BorgWarner in Q2 2015 and held it in 21 quarters.
  • Westbourne Investment Advisors's BorgWarner position peaked at $1.63M in Q2 2017.
  • 523 funds tracked by Wall St. Rank held BorgWarner as of Q3 2020.

Based on Westbourne Investment Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.