Creative Planning’s Boardwalk Pipeline Partners BWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,505
| Closed | -$122K | – | 2225 |
|
|
2018
Q2 | $122K | Buy |
+10,505
| New | +$111K | ﹤0.01% | 1736 |
|
|
2017
Q4 | – | Sell |
-12,172
| Closed | -$179K | – | 2052 |
|
|
2017
Q3 | $179K | Sell |
12,172
-900
| -7% | -$14.3K | ﹤0.01% | 1629 |
|
|
2017
Q2 | $235K | Buy |
13,072
+800
| +7% | +$14.4K | ﹤0.01% | 1428 |
|
|
2017
Q1 | $225K | Sell |
12,272
-1,529
| -11% | -$27.9K | ﹤0.01% | 1417 |
|
|
2016
Q4 | $240K | Sell |
13,801
-607
| -4% | -$10.4K | ﹤0.01% | 1312 |
|
|
2016
Q3 | $247K | Buy |
14,408
+2,004
| +16% | +$33.8K | ﹤0.01% | 1289 |
|
|
2016
Q2 | $216K | Buy |
12,404
+1,404
| +13% | +$23.2K | ﹤0.01% | 1221 |
|
|
2016
Q1 | $162K | Sell |
11,000
-6,276
| -36% | -$76.5K | ﹤0.01% | 1326 |
|
|
2015
Q4 | $224K | Sell |
17,276
-3,319
| -16% | -$41.1K | ﹤0.01% | 1137 |
|
|
2015
Q3 | $242K | Buy |
20,595
+8,466
| +70% | +$115K | ﹤0.01% | 1086 |
|
|
2015
Q2 | $176K | Buy |
12,129
+2,980
| +33% | +$48.4K | ﹤0.01% | 900 |
|
|
2015
Q1 | $147K | Buy |
9,149
+4,855
| +113% | +$78.2K | ﹤0.01% | 1358 |
|
|
2014
Q4 | $76K | Sell |
4,294
-8,660
| -67% | -$146K | ﹤0.01% | 1714 |
|
|
2014
Q3 | $242K | Buy |
12,954
+6,422
| +98% | +$123K | ﹤0.01% | 967 |
|
|
2014
Q2 | $121K | Sell |
6,532
-3,384
| -34% | -$55.3K | ﹤0.01% | 1323 |
|
|
2014
Q1 | $133K | Sell |
9,916
-17,668
| -64% | -$317K | ﹤0.01% | 1224 |
|
|
2013
Q4 | $704K | Sell |
27,584
-567
| -2% | -$15.8K | 0.01% | 412 |
|
|
2013
Q3 | $855K | Buy |
28,151
+1,551
| +6% | +$47.5K | 0.02% | 302 |
|
|
2013
Q2 | $803K | Buy |
+26,600
| New | +$801K | 0.02% | 285 |
|
Creative Planning's BWP Position: Q3 2018 in Review
Creative Planning sold out of Boardwalk Pipeline Partners (BWP) in Q3 2018, closing a stake of 10,505 shares — an estimated $122K sold.
Creative Planning first reported a position in BWP in Q2 2013 and held it in 19 quarters. The position peaked at $855K in Q3 2013. 0 funds tracked by Wall St. Rank hold BWP as of Q3 2018.
- Creative Planning reported no remaining Boardwalk Pipeline Partners position as of Q3 2018 after selling out during the quarter.
- Creative Planning sold 10,505 Boardwalk Pipeline Partners shares in Q3 2018, an estimated $122K.
- Creative Planning first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 19 quarters.
- Creative Planning's Boardwalk Pipeline Partners position peaked at $855K in Q3 2013.
- 0 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2018.
Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.