BRWA
BWP

B. Riley Wealth Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

B. Riley Wealth Advisors’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
2015
Q3 		– Sell
-11,588
Closed -$169K – 617
2015
Q2 		$169K Sell
11,588
-321
-3% -$5.21K 0.04% 472
2015
Q1 		$192K Buy
11,909
+450
+4% +$7.25K 0.05% 470
2014
Q4 		$204 Sell
11,459
-221
-2% -$3.73K ﹤0.01% 1370
2014
Q3 		$218K Buy
11,680
+1,000
+9% +$19.1K 0.06% 483
2014
Q2 		$198K Sell
10,680
-12
-0.1% -$196 0.05% 458
2014
Q1 		$143K Buy
+10,692
New +$192K 0.04% 506

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

B. Riley Wealth Advisors's BWP Position: Q3 2015 in Review

B. Riley Wealth Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q3 2015, closing a stake of 11,588 shares — an estimated $169K sold.

B. Riley Wealth Advisors first reported a position in BWP in Q1 2014 and held it in 6 quarters. The position peaked at $218K in Q3 2014. 161 funds tracked by Wall St. Rank hold BWP as of Q3 2015.

  • B. Riley Wealth Advisors reported no remaining Boardwalk Pipeline Partners position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,588 Boardwalk Pipeline Partners shares in Q3 2015, an estimated $169K.
  • B. Riley Wealth Advisors first reported a position in Boardwalk Pipeline Partners in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Boardwalk Pipeline Partners position peaked at $218K in Q3 2014.
  • 161 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.