YorkBridge Wealth Partners’s BorgWarner BWA Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-31	Closed	-$1K	–	235
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	719
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	719
2018 Q4	$1K	Hold	31	–	–	﹤0.01%	702
2018 Q3	$1K	Sell	31 -375	-92%	-$14.7K	﹤0.01%	725
2018 Q2	$15K	Hold	406	–	–	0.01%	581
2018 Q1	$19K	Hold	406	–	–	0.01%	533
2017 Q4	$19K	Buy	406 +375	+1,210%	+$17.3K	0.01%	527
2017 Q3	$1K	Hold	31	–	–	﹤0.01%	832
2017 Q2	$1K	Hold	31	–	–	﹤0.01%	825
2017 Q1	$1K	Hold	31	–	–	﹤0.01%	815
2016 Q4	$1K	Buy	+31	New	+$1K	﹤0.01%	819

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 $3.38T AUM 44.17% 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

YorkBridge Wealth Partners's BWA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of BorgWarner (BWA) in Q3 2019, closing a stake of 31 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in BWA in Q4 2016 and held it in 11 quarters. The position peaked at $19K in Q1 2018. 492 funds tracked by Wall St. Rank hold BWA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining BorgWarner position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 31 BorgWarner shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in BorgWarner in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's BorgWarner position peaked at $19K in Q1 2018.
492 funds tracked by Wall St. Rank held BorgWarner as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.