AR
BWP

Advisory Research’s Boardwalk Pipeline Partners BWP Stock Holding History

Advisory Research’s Portfolio BWP Stock Details BWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,230
Closed -$30K – 741
2014
Q1 		$30K Sell
2,230
-1,659,738
-100% -$29.8M ﹤0.01% 770
2013
Q4 		$42.4M Sell
1,661,968
-497,820
-23% -$13.9M 0.44% 69
2013
Q3 		$65.6M Buy
2,159,788
+1,340
+0.1% +$41.1K 0.71% 51
2013
Q2 		$65.2M Buy
+2,158,448
New +$65M 0.74% 48

Other funds holding BWP

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Research's BWP Position: Q2 2014 in Review

Advisory Research sold out of Boardwalk Pipeline Partners (BWP) in Q2 2014, closing a stake of 2,230 shares — an estimated $30K sold.

Advisory Research first reported a position in BWP in Q2 2013 and held it in 4 quarters. The position peaked at $65.6M in Q3 2013. 178 funds tracked by Wall St. Rank hold BWP as of Q2 2014.

  • Advisory Research reported no remaining Boardwalk Pipeline Partners position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 2,230 Boardwalk Pipeline Partners shares in Q2 2014, an estimated $30K.
  • Advisory Research first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 4 quarters.
  • Advisory Research's Boardwalk Pipeline Partners position peaked at $65.6M in Q3 2013.
  • 178 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.