WA
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WFG Advisors’s BorgWarner BWA Stock Holding History

WFG 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
2017
Q2 		$86K Hold
2,309
– – 0.02% 560
2017
Q1 		$85K Hold
2,309
– – 0.02% 525
2016
Q4 		$80K Hold
2,309
– – 0.02% 589
2016
Q3 		$72K Hold
2,309
– – 0.02% 614
2016
Q2 		$60K Sell
2,309
-1,236
-35% -$37.4K 0.02% 641
2016
Q1 		$120K Buy
3,545
+753
+27% +$22.3K 0.03% 432
2015
Q4 		$106K Buy
2,792
+1,388
+99% +$52.1K 0.03% 454
2015
Q3 		$51K Sell
1,404
-133
-9% -$5.53K 0.02% 631
2015
Q2 		$77K Hold
1,537
– – 0.02% 604
2015
Q1 		$82K Sell
1,537
-459
-23% -$23.4K 0.02% 589
2014
Q4 		$97K Buy
1,996
+320
+19% +$15.6K 0.02% 647
2014
Q3 		$78K Hold
1,676
– – 0.01% 746
2014
Q2 		$96K Hold
1,676
– – 0.02% 674
2014
Q1 		$91K Sell
1,676
-125
-7% -$6.38K 0.02% 666
2013
Q4 		$89K Buy
1,801
+29
+2% +$1.34K 0.01% 786
2013
Q3 		$79K Buy
1,772
+522
+42% +$21.9K 0.01% 776
2013
Q2 		$47K Buy
+1,250
New +$44K 0.01% 901

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
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

WFG Advisors's BWA Position: Q2 2017 in Review

WFG Advisors held its BorgWarner (BWA) position steady in Q2 2017 at 2,309 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #560.

WFG Advisors first reported a position in BWA in Q2 2013 and has held it in 17 quarters since. The position peaked at $120K in Q1 2016. 515 funds tracked by Wall St. Rank hold BWA as of Q2 2017.

  • WFG Advisors held 2,309 shares of BorgWarner worth $86K as of Q2 2017.
  • WFG Advisors left its BorgWarner share count unchanged in Q2 2017.
  • BorgWarner made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #560 holding.
  • WFG Advisors first reported a position in BorgWarner in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's BorgWarner position peaked at $120K in Q1 2016.
  • 515 funds tracked by Wall St. Rank held BorgWarner as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.