Winthrop Partners - WNY’s BorgWarner BWA Stock Holding History

Winthrop Partners - WNY’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 Q3	$36.7K	Hold	1,136	–	–	0.02%	188
2019 Q2	$42K	Hold	1,136	–	–	0.03%	156
2019 Q1	$40.5K	Hold	1,136	–	–	0.03%	158
2018 Q4	$34.7K	Sell	1,136 -1,136	-50%	-$38.1K	0.03%	156
2018 Q3	$85.6K	Hold	2,272	–	–	0.07%	145
2018 Q2	$86.3K	Hold	2,272	–	–	0.07%	148
2018 Q1	$103K	Buy	+2,272	New	+$106K	0.08%	156

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Winthrop Partners - WNY's BWA Position: Q3 2019 in Review

Winthrop Partners - WNY held its BorgWarner (BWA) position steady in Q3 2019 at 1,136 shares worth $36.7K. The position accounts for 0.02% of the portfolio, ranked #188.

Winthrop Partners - WNY first reported a position in BWA in Q1 2018 and has held it in 7 quarters since. The position peaked at $103K in Q1 2018. 492 funds tracked by Wall St. Rank hold BWA as of Q3 2019.

Winthrop Partners - WNY held 1,136 shares of BorgWarner worth $36.7K as of Q3 2019.
Winthrop Partners - WNY left its BorgWarner share count unchanged in Q3 2019.
BorgWarner made up 0.02% of Winthrop Partners - WNY's portfolio in Q3 2019, its #188 holding.
Winthrop Partners - WNY first reported a position in BorgWarner in Q1 2018 and has held it in 7 quarters since.
Winthrop Partners - WNY's BorgWarner position peaked at $103K in Q1 2018.
492 funds tracked by Wall St. Rank held BorgWarner as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.