Commonwealth Equity Services
BWP

Commonwealth Equity Services’s Boardwalk Pipeline Partners BWP Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-11,957
Closed -$154K – 2826
2017
Q4 		$154K Buy
11,957
+345
+3% +$4.88K ﹤0.01% 2442
2017
Q3 		$171K Sell
11,612
-113
-1% -$1.79K ﹤0.01% 2335
2017
Q2 		$211K Sell
11,725
-224
-2% -$4.03K ﹤0.01% 2189
2017
Q1 		$219K Sell
11,949
-150
-1% -$2.73K ﹤0.01% 2084
2016
Q4 		$210K Buy
12,099
+512
+4% +$8.75K ﹤0.01% 2020
2016
Q3 		$199K Sell
11,587
-307
-3% -$5.18K ﹤0.01% 1992
2016
Q2 		$208K Sell
11,894
-1,148
-9% -$19K ﹤0.01% 1929
2016
Q1 		$192K Sell
13,042
-1,684
-11% -$20.5K ﹤0.01% 1924
2015
Q4 		$191K Sell
14,726
-758
-5% -$9.38K ﹤0.01% 1892
2015
Q3 		$182K Buy
15,484
+360
+2% +$4.91K ﹤0.01% 1867
2015
Q2 		$220K Sell
15,124
-700
-4% -$11.4K ﹤0.01% 1861
2015
Q1 		$255K Sell
15,824
-2,352
-13% -$37.9K ﹤0.01% 1742
2014
Q4 		$323K Sell
18,176
-9,083
-33% -$154K ﹤0.01% 1523
2014
Q3 		$510K Sell
27,259
-23,594
-46% -$451K 0.01% 1232
2014
Q2 		$941K Sell
50,853
-5,943
-10% -$97.1K 0.01% 899
2014
Q1 		$762K Buy
56,796
+18,990
+50% +$340K 0.01% 964
2013
Q4 		$965K Sell
37,806
-9,067
-19% -$253K 0.01% 788
2013
Q3 		$1.42M Buy
46,873
+8,533
+22% +$261K 0.02% 563
2013
Q2 		$1.16M Buy
+38,340
New +$1.15M 0.02% 618

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services's BWP Position: Q1 2018 in Review

Commonwealth Equity Services sold out of Boardwalk Pipeline Partners (BWP) in Q1 2018, closing a stake of 11,957 shares — an estimated $154K sold.

Commonwealth Equity Services first reported a position in BWP in Q2 2013 and held it in 19 quarters. The position peaked at $1.42M in Q3 2013. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2018.

  • Commonwealth Equity Services reported no remaining Boardwalk Pipeline Partners position as of Q1 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,957 Boardwalk Pipeline Partners shares in Q1 2018, an estimated $154K.
  • Commonwealth Equity Services first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 19 quarters.
  • Commonwealth Equity Services's Boardwalk Pipeline Partners position peaked at $1.42M in Q3 2013.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.