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Wintrust Investments’s BorgWarner BWA Stock Holding History

Wintrust 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
2018
Q1 		– Sell
-8,341
Closed -$375K – 261
2017
Q4 		$375K Buy
8,341
+1,188
+17% +$54.9K 0.09% 199
2017
Q3 		$323K Hold
7,153
– – 0.08% 215
2017
Q2 		$267K Hold
7,153
– – 0.07% 247
2017
Q1 		$263K Buy
+7,153
New +$261K 0.07% 244

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wintrust Investments's BWA Position: Q1 2018 in Review

Wintrust Investments sold out of BorgWarner (BWA) in Q1 2018, closing a stake of 8,341 shares — an estimated $375K sold.

Wintrust Investments first reported a position in BWA in Q1 2017 and held it in 4 quarters. The position peaked at $375K in Q4 2017. 583 funds tracked by Wall St. Rank hold BWA as of Q1 2018.

  • Wintrust Investments reported no remaining BorgWarner position as of Q1 2018 after selling out during the quarter.
  • Wintrust Investments sold 8,341 BorgWarner shares in Q1 2018, an estimated $375K.
  • Wintrust Investments first reported a position in BorgWarner in Q1 2017 and held it in 4 quarters.
  • Wintrust Investments's BorgWarner position peaked at $375K in Q4 2017.
  • 583 funds tracked by Wall St. Rank held BorgWarner as of Q1 2018.

Based on Wintrust Investments's 13F filing for Q1 2018, filed 3 May 2018.