Whitnell & Co’s BorgWarner BWA Stock Holding History

Whitnell & Co’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
2018 Q3	–	Sell	-1,504	Closed	-$57K	–	269
2018 Q2	$57K	Hold	1,504	–	–	0.02%	172
2018 Q1	$67K	Hold	1,504	–	–	0.03%	172
2017 Q4	$68K	Hold	1,504	–	–	0.03%	165
2017 Q3	$68K	Hold	1,504	–	–	0.03%	166
2017 Q2	$56K	Hold	1,504	–	–	0.02%	169
2017 Q1	$55K	Hold	1,504	–	–	0.02%	173
2016 Q4	$52K	Hold	1,504	–	–	0.02%	176
2016 Q3	$47K	Hold	1,504	–	–	0.02%	186
2016 Q2	$39K	Hold	1,504	–	–	0.01%	201
2016 Q1	$51K	Hold	1,504	–	–	0.02%	184
2015 Q4	$57K	Hold	1,504	–	–	0.02%	182
2015 Q3	$55K	Hold	1,504	–	–	0.02%	179
2015 Q2	$75K	Hold	1,504	–	–	0.03%	170
2015 Q1	$80K	Hold	1,504	–	–	0.03%	162
2014 Q4	$73K	Hold	1,504	–	–	0.03%	174
2014 Q3	$70K	Hold	1,504	–	–	0.03%	177
2014 Q2	$86K	Hold	1,504	–	–	0.04%	167
2014 Q1	$81K	Hold	1,504	–	–	0.04%	168
2013 Q4	$74K	Hold	1,504	–	–	0.03%	172
2013 Q3	$67K	Hold	1,504	–	–	0.03%	174
2013 Q2	$57K	Buy	+1,504	New	+$52.9K	0.03%	183

Other funds holding BWA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return