WWM
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Willingdon Wealth Management’s BorgWarner BWA Stock Holding History

Willingdon Wealth 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
-36
Closed -$1K – 391
2019
Q3 		$1K Buy
+36
New +$1.16K ﹤0.01% 385

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Victory Capital Management
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Harris Associates
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BCIM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Willingdon Wealth Management's BWA Position: Q4 2019 in Review

Willingdon Wealth Management sold out of BorgWarner (BWA) in Q4 2019, closing a stake of 36 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in BWA in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 516 funds tracked by Wall St. Rank hold BWA as of Q4 2019.

  • Willingdon Wealth Management reported no remaining BorgWarner position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 36 BorgWarner shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in BorgWarner in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's BorgWarner position peaked at $1K in Q3 2019.
  • 516 funds tracked by Wall St. Rank held BorgWarner as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.