BRWM
BWP

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

B. Riley Wealth Management’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
Q3 		– Sell
-1,000
Closed -$18K – 1200
2014
Q2 		$18K Sell
1,000
-4,550
-82% -$74.3K 0.01% 690
2014
Q1 		$74K Buy
+5,550
New +$99.5K 0.05% 379

Other funds holding BWP

LC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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 $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Management's BWP Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Boardwalk Pipeline Partners (BWP) in Q3 2014, closing a stake of 1,000 shares — an estimated $18K sold.

B. Riley Wealth Management first reported a position in BWP in Q1 2014 and held it in 2 quarters. The position peaked at $74K in Q1 2014. 170 funds tracked by Wall St. Rank hold BWP as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Boardwalk Pipeline Partners position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,000 Boardwalk Pipeline Partners shares in Q3 2014, an estimated $18K.
  • B. Riley Wealth Management first reported a position in Boardwalk Pipeline Partners in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Boardwalk Pipeline Partners position peaked at $74K in Q1 2014.
  • 170 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.