BL
BWP

BCWM LLC’s Boardwalk Pipeline Partners BWP Stock Holding History

BCWM LLC’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
Q2 		– Sell
-231,565
Closed -$2.35M – 76
2018
Q1 		$2.35M Buy
231,565
+52,053
+29% +$618K 1% 46
2017
Q4 		$2.32M Buy
179,512
+506
+0.3% +$7.15K 0.95% 45
2017
Q3 		$2.63M Buy
179,006
+4,426
+3% +$70.1K 1.1% 44
2017
Q2 		$3.14M Buy
174,580
+1,312
+0.8% +$23.6K 1.4% 36
2017
Q1 		$3.17M Buy
+173,268
New +$3.16M 1.43% 36
2016
Q4 		– Sell
-64,567
Closed -$1.11M – 75
2016
Q3 		$1.11M Buy
64,567
+4,827
+8% +$81.4K 0.52% 53
2016
Q2 		$1.04M Buy
59,740
+2,462
+4% +$40.7K 0.5% 53
2016
Q1 		$844K Sell
57,278
-6,477
-10% -$78.9K 0.47% 57
2015
Q4 		$828K Sell
63,755
-32,533
-34% -$403K 0.5% 59
2015
Q3 		$1.13M Buy
96,288
+22,838
+31% +$311K 0.56% 69
2015
Q2 		$1.07M Buy
+73,450
New +$1.19M 0.45% 68
2014
Q2 		– Sell
-42,950
Closed -$576K – 97
2014
Q1 		$576K Buy
+42,950
New +$770K 0.3% 67

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 23.41% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
TAM Capital Management Stamford, Connecticut $205M AUM 28.94% 1-Year Est. Return

BCWM LLC's BWP Position: Q2 2018 in Review

BCWM LLC sold out of Boardwalk Pipeline Partners (BWP) in Q2 2018, closing a stake of 231,565 shares — an estimated $2.35M sold.

BCWM LLC first reported a position in BWP in Q1 2014 and held it in 12 quarters. The position peaked at $3.17M in Q1 2017. 143 funds tracked by Wall St. Rank hold BWP as of Q2 2018.

  • BCWM LLC reported no remaining Boardwalk Pipeline Partners position as of Q2 2018 after selling out during the quarter.
  • BCWM LLC sold 231,565 Boardwalk Pipeline Partners shares in Q2 2018, an estimated $2.35M.
  • BCWM LLC first reported a position in Boardwalk Pipeline Partners in Q1 2014 and held it in 12 quarters.
  • BCWM LLC's Boardwalk Pipeline Partners position peaked at $3.17M in Q1 2017.
  • 143 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2018.

Based on BCWM LLC's 13F filing for Q2 2018, filed 8 Aug 2018.