CO
BWP

Caldwell & Orkin’s Boardwalk Pipeline Partners BWP Stock Holding History

Caldwell & Orkin’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
Q4 		– Sell
-186,800
Closed -$3.49M – 87
2014
Q3 		$3.49M Sell
186,800
-70,900
-28% -$1.36M 2.52% 15
2014
Q2 		$4.77M Buy
+257,700
New +$4.21M 2.41% 9

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell & Orkin's BWP Position: Q4 2014 in Review

Caldwell & Orkin sold out of Boardwalk Pipeline Partners (BWP) in Q4 2014, closing a stake of 186,800 shares — an estimated $3.49M sold.

Caldwell & Orkin first reported a position in BWP in Q2 2014 and held it in 2 quarters. The position peaked at $4.77M in Q2 2014. 163 funds tracked by Wall St. Rank hold BWP as of Q4 2014.

  • Caldwell & Orkin reported no remaining Boardwalk Pipeline Partners position as of Q4 2014 after selling out during the quarter.
  • Caldwell & Orkin sold 186,800 Boardwalk Pipeline Partners shares in Q4 2014, an estimated $3.49M.
  • Caldwell & Orkin first reported a position in Boardwalk Pipeline Partners in Q2 2014 and held it in 2 quarters.
  • Caldwell & Orkin's Boardwalk Pipeline Partners position peaked at $4.77M in Q2 2014.
  • 163 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2014.

Based on Caldwell & Orkin's 13F filing for Q4 2014, filed 10 Feb 2015.