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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return