BBWA
BWP

Bell & Brown Wealth Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Bell & Brown 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
2018
Q3 		– Sell
-37,973
Closed -$441K – 93
2018
Q2 		$441K Buy
37,973
+1,000
+3% +$10.6K 0.44% 66
2018
Q1 		$413K Sell
36,973
-2,200
-6% -$26.1K 0.43% 69
2017
Q4 		$506K Buy
+39,173
New +$554K 0.52% 65

Bell & Brown Wealth Advisors's BWP Position: Q3 2018 in Review

Bell & Brown Wealth Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q3 2018, closing a stake of 37,973 shares — an estimated $441K sold.

Bell & Brown Wealth Advisors first reported a position in BWP in Q4 2017 and held it in 3 quarters. The position peaked at $506K in Q4 2017. 0 funds tracked by Wall St. Rank hold BWP as of Q3 2018.

  • Bell & Brown Wealth Advisors reported no remaining Boardwalk Pipeline Partners position as of Q3 2018 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 37,973 Boardwalk Pipeline Partners shares in Q3 2018, an estimated $441K.
  • Bell & Brown Wealth Advisors first reported a position in Boardwalk Pipeline Partners in Q4 2017 and held it in 3 quarters.
  • Bell & Brown Wealth Advisors's Boardwalk Pipeline Partners position peaked at $506K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2018.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.