Bush ODonnell Investment Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Bush ODonnell Investment 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
2017 Q4	–	Sell	-10,670	Closed	-$157K	–	48
2017 Q3	$157K	Sell	10,670 -2,127	-17%	-$33.7K	0.12%	49
2017 Q2	$230K	Sell	12,797 -2,002	-14%	-$36K	0.14%	50
2017 Q1	$271K	Hold	14,799	–	–	0.17%	48
2016 Q4	$257K	Hold	14,799	–	–	0.17%	46
2016 Q3	$254K	Hold	14,799	–	–	0.17%	47
2016 Q2	$258K	Hold	14,799	–	–	0.17%	45
2016 Q1	$218K	Hold	14,799	–	–	0.15%	45
2015 Q4	$192K	Sell	14,799 -300	-2%	-$3.71K	0.13%	44
2015 Q3	$178K	Hold	15,099	–	–	0.13%	45
2015 Q2	$219K	Sell	15,099 -656	-4%	-$10.6K	0.13%	42
2015 Q1	$254K	Buy	15,755 +1,605	+11%	+$25.8K	0.15%	42
2014 Q4	$251K	Hold	14,150	–	–	0.14%	40
2014 Q3	$265K	Sell	14,150 -9,285	-40%	-$178K	0.15%	40
2014 Q2	$434K	Sell	23,435 -2,030	-8%	-$33.2K	0.24%	41
2014 Q1	$341K	Buy	25,465 +6,360	+33%	+$114K	0.18%	43
2013 Q4	$488K	Sell	19,105 -3,605	-16%	-$101K	0.26%	37
2013 Q3	$690K	Hold	22,710	–	–	0.33%	32
2013 Q2	$686K	Buy	+22,710	New	+$684K	0.34%	33

Other funds holding BWP

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bush ODonnell Investment Advisors's BWP Position: Q4 2017 in Review

Bush ODonnell Investment Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q4 2017, closing a stake of 10,670 shares — an estimated $157K sold.

Bush ODonnell Investment Advisors first reported a position in BWP in Q2 2013 and held it in 18 quarters. The position peaked at $690K in Q3 2013. 156 funds tracked by Wall St. Rank hold BWP as of Q4 2017.

Bush ODonnell Investment Advisors reported no remaining Boardwalk Pipeline Partners position as of Q4 2017 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 10,670 Boardwalk Pipeline Partners shares in Q4 2017, an estimated $157K.
Bush ODonnell Investment Advisors first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 18 quarters.
Bush ODonnell Investment Advisors's Boardwalk Pipeline Partners position peaked at $690K in Q3 2013.
156 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2017.

Based on Bush ODonnell Investment Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.