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WHV Investments’s BorgWarner BWA Stock Holding History

WHV Investments’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
2014
Q1 		– Sell
-64,454
Closed -$3.17M – 156
2013
Q4 		$3.17M Sell
64,454
-137,152
-68% -$6.35M 0.03% 130
2013
Q3 		$9M Sell
201,606
-20,246
-9% -$850K 0.09% 121
2013
Q2 		$8.41M Buy
+221,852
New +$7.8M 0.09% 119

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WHV Investments's BWA Position: Q1 2014 in Review

WHV Investments sold out of BorgWarner (BWA) in Q1 2014, closing a stake of 64,454 shares — an estimated $3.17M sold.

WHV Investments first reported a position in BWA in Q2 2013 and held it in 3 quarters. The position peaked at $9M in Q3 2013. 482 funds tracked by Wall St. Rank hold BWA as of Q1 2014.

  • WHV Investments reported no remaining BorgWarner position as of Q1 2014 after selling out during the quarter.
  • WHV Investments sold 64,454 BorgWarner shares in Q1 2014, an estimated $3.17M.
  • WHV Investments first reported a position in BorgWarner in Q2 2013 and held it in 3 quarters.
  • WHV Investments's BorgWarner position peaked at $9M in Q3 2013.
  • 482 funds tracked by Wall St. Rank held BorgWarner as of Q1 2014.

Based on WHV Investments's 13F filing for Q1 2014, filed 13 May 2014.