AWE
BWP

Avidian Wealth Enterprises’s Boardwalk Pipeline Partners BWP Stock Holding History

Avidian Wealth Enterprises’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
2018
Q1 		– Sell
-20,635
Closed -$266 – 124
2017
Q4 		$266 Hold
20,635
– – 0.07% 87
2017
Q3 		$303K Buy
+20,635
New +$327K 0.12% 61

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avidian Wealth Enterprises's BWP Position: Q1 2018 in Review

Avidian Wealth Enterprises sold out of Boardwalk Pipeline Partners (BWP) in Q1 2018, closing a stake of 20,635 shares — an estimated $266 sold.

Avidian Wealth Enterprises first reported a position in BWP in Q3 2017 and held it in 2 quarters. The position peaked at $303K in Q3 2017. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2018.

  • Avidian Wealth Enterprises reported no remaining Boardwalk Pipeline Partners position as of Q1 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 20,635 Boardwalk Pipeline Partners shares in Q1 2018, an estimated $266.
  • Avidian Wealth Enterprises first reported a position in Boardwalk Pipeline Partners in Q3 2017 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Boardwalk Pipeline Partners position peaked at $303K in Q3 2017.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2018, filed 15 May 2018.