Wilbanks Smith & Thomas Asset Management’s BorgWarner BWA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2019 Q4	–	Sell	-6,886	Closed	-$222K	–	423
2019 Q3	$222K	Hold	6,886	–	–	0.01%	379
2019 Q2	$254K	Hold	6,886	–	–	0.02%	348
2019 Q1	$233K	Sell	6,886 -296	-4%	-$10.2K	0.02%	357
2018 Q4	$220K	Hold	7,182	–	–	0.02%	313
2018 Q3	$270K	Hold	7,182	–	–	0.02%	327
2018 Q2	$273K	Hold	7,182	–	–	0.02%	282
2018 Q1	$318K	Buy	7,182 +296	+4%	+$13.8K	0.03%	250
2017 Q4	$310K	Hold	6,886	–	–	0.02%	261
2017 Q3	$311K	Hold	6,886	–	–	0.03%	247
2017 Q2	$257K	Hold	6,886	–	–	0.02%	265
2017 Q1	$253K	Hold	6,886	–	–	0.02%	272
2016 Q4	$239K	Hold	6,886	–	–	0.02%	261
2016 Q3	$213K	Buy	+6,886	New	+$203K	0.02%	263
2016 Q2	–	Sell	-6,886	Closed	-$233K	–	293
2016 Q1	$233K	Hold	6,886	–	–	0.03%	247
2015 Q4	$262K	Sell	6,886 -567	-8%	-$21.3K	0.03%	222
2015 Q3	$273K	Hold	7,453	–	–	0.04%	212
2015 Q2	$373K	Hold	7,453	–	–	0.04%	209
2015 Q1	$397K	Sell	7,453 -260	-3%	-$13.2K	0.04%	196
2014 Q4	$373K	Buy	7,713 +62	+0.8%	+$3.02K	0.04%	209
2014 Q3	$354K	Buy	7,651 +85	+1%	+$4.66K	0.04%	197
2014 Q2	$434K	Hold	7,566	–	–	0.05%	180
2014 Q1	$409K	Sell	7,566 -95	-1%	-$4.85K	0.05%	187
2013 Q4	$377K	Hold	7,661	–	–	0.04%	194
2013 Q3	$342K	Sell	7,661 -146	-2%	-$6.13K	0.05%	199
2013 Q2	$296K	Buy	+7,807	New	+$275K	0.05%	196

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BWA Position: Q4 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of BorgWarner (BWA) in Q4 2019, closing a stake of 6,886 shares — an estimated $222K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BWA in Q2 2013 and held it in 25 quarters. The position peaked at $434K in Q2 2014. 517 funds tracked by Wall St. Rank hold BWA as of Q4 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining BorgWarner position as of Q4 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 6,886 BorgWarner shares in Q4 2019, an estimated $222K.
Wilbanks Smith & Thomas Asset Management first reported a position in BorgWarner in Q2 2013 and held it in 25 quarters.
Wilbanks Smith & Thomas Asset Management's BorgWarner position peaked at $434K in Q2 2014.
517 funds tracked by Wall St. Rank held BorgWarner as of Q4 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.