CAL
BWP

Capital Advisors Ltd’s Boardwalk Pipeline Partners BWP Stock Holding History

Capital Advisors Ltd’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
2015
Q4 		– Sell
-769
Closed -$9K – 350
2015
Q3 		$9K Hold
769
– – 0.01% 264
2015
Q2 		$11K Hold
769
– – 0.01% 277
2015
Q1 		$12K Hold
769
– – 0.01% 259
2014
Q4 		$14K Hold
769
– – 0.01% 245
2014
Q3 		$14K Hold
769
– – 0.01% 249
2014
Q2 		$14K Hold
769
– – 0.01% 255
2014
Q1 		$10K Buy
+769
New +$13.8K 0.01% 271

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MF
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Advisors Ltd's BWP Position: Q4 2015 in Review

Capital Advisors Ltd sold out of Boardwalk Pipeline Partners (BWP) in Q4 2015, closing a stake of 769 shares — an estimated $9K sold.

Capital Advisors Ltd first reported a position in BWP in Q1 2014 and held it in 7 quarters. The position peaked at $14K in Q4 2014. 147 funds tracked by Wall St. Rank hold BWP as of Q4 2015.

  • Capital Advisors Ltd reported no remaining Boardwalk Pipeline Partners position as of Q4 2015 after selling out during the quarter.
  • Capital Advisors Ltd sold 769 Boardwalk Pipeline Partners shares in Q4 2015, an estimated $9K.
  • Capital Advisors Ltd first reported a position in Boardwalk Pipeline Partners in Q1 2014 and held it in 7 quarters.
  • Capital Advisors Ltd's Boardwalk Pipeline Partners position peaked at $14K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2015.

Based on Capital Advisors Ltd's 13F filing for Q4 2015, filed 25 Jan 2016.