Cobiz Wealth’s Boardwalk Pipeline Partners BWP Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-150	Closed	-$5K	–	380
2013 Q2	$5K	Buy	+150	New	+$4.51K	﹤0.01%	324

Other funds holding BWP

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Cobiz Wealth's BWP Position: Q3 2013 in Review

Cobiz Wealth sold out of Boardwalk Pipeline Partners (BWP) in Q3 2013, closing a stake of 150 shares — an estimated $5K sold.

Cobiz Wealth first reported a position in BWP in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 212 funds tracked by Wall St. Rank hold BWP as of Q3 2013.

Cobiz Wealth reported no remaining Boardwalk Pipeline Partners position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 150 Boardwalk Pipeline Partners shares in Q3 2013, an estimated $5K.
Cobiz Wealth first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Boardwalk Pipeline Partners position peaked at $5K in Q2 2013.
212 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.