AWMS
BWP

Advocacy Wealth Management Services’s Boardwalk Pipeline Partners BWP Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$34K Hold
1,104
– – 0.09% 135
2013
Q2 		$33K Buy
+1,104
New +$33.2K 0.13% 108

Other funds holding BWP

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
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CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Advocacy Wealth Management Services's BWP Position: Q3 2013 in Review

Advocacy Wealth Management Services held its Boardwalk Pipeline Partners (BWP) position steady in Q3 2013 at 1,104 shares worth $34K. The position accounts for 0.09% of the portfolio, ranked #135.

Advocacy Wealth Management Services first reported a position in BWP in Q2 2013 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold BWP as of Q3 2013.

  • Advocacy Wealth Management Services held 1,104 shares of Boardwalk Pipeline Partners worth $34K as of Q3 2013.
  • Advocacy Wealth Management Services left its Boardwalk Pipeline Partners share count unchanged in Q3 2013.
  • Boardwalk Pipeline Partners made up 0.09% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #135 holding.
  • Advocacy Wealth Management Services first reported a position in Boardwalk Pipeline Partners in Q2 2013 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.