WP
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WMS Partners’s BorgWarner BWA Stock Holding History

WMS Partners’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
2015
Q3 		– Sell
-4,908
Closed -$246K – 210
2015
Q2 		$246K Buy
4,908
+119
+2% +$6.35K 0.03% 237
2015
Q1 		$255K Buy
4,789
+519
+12% +$26.4K 0.03% 224
2014
Q4 		$207K Buy
+4,270
New +$208K 0.03% 199
2014
Q3 		– Sell
-4,203
Closed -$241K – 238
2014
Q2 		$241K Hold
4,203
– – 0.04% 219
2014
Q1 		$227K Buy
+4,203
New +$214K 0.04% 219
2013
Q3 		– Sell
-5,907
Closed -$224K – 206
2013
Q2 		$224K Buy
+5,907
New +$208K 0.04% 201

Other funds holding BWA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return