Wood Asset Management’s BorgWarner BWA Stock Holding History

Wood 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
2015 Q1	–	Sell	-42,255	Closed	-$2.04M	–	44
2014 Q4	$2.04M	Sell	42,255 -60,907	-59%	-$2.97M	1.88%	30
2014 Q3	$4.78M	Sell	103,162 -8,472	-8%	-$464K	1.76%	33
2014 Q2	$6.41M	Sell	111,634 -12,916	-10%	-$711K	2.18%	18
2014 Q1	$6.74M	Sell	124,550 -14,820	-11%	-$756K	2.16%	14
2013 Q4	$6.86M	Sell	139,370 -12,147	-8%	-$562K	1.97%	21
2013 Q3	$6.76M	Sell	151,517 -17,647	-10%	-$741K	1.93%	24
2013 Q2	$6.41M	Buy	+169,164	New	+$5.95M	1.71%	30

Other funds holding BWA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ATO

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wood Asset Management's BWA Position: Q1 2015 in Review

Wood Asset Management sold out of BorgWarner (BWA) in Q1 2015, closing a stake of 42,255 shares — an estimated $2.04M sold.

Wood Asset Management first reported a position in BWA in Q2 2013 and held it in 7 quarters. The position peaked at $6.86M in Q4 2013. 522 funds tracked by Wall St. Rank hold BWA as of Q1 2015.

Wood Asset Management reported no remaining BorgWarner position as of Q1 2015 after selling out during the quarter.
Wood Asset Management sold 42,255 BorgWarner shares in Q1 2015, an estimated $2.04M.
Wood Asset Management first reported a position in BorgWarner in Q2 2013 and held it in 7 quarters.
Wood Asset Management's BorgWarner position peaked at $6.86M in Q4 2013.
522 funds tracked by Wall St. Rank held BorgWarner as of Q1 2015.

Based on Wood Asset Management's 13F filing for Q1 2015, filed 16 Apr 2015.