EWM
BWP

Edge Wealth Management’s Boardwalk Pipeline Partners BWP Stock Holding History

Edge Wealth Management’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
Q1 		– Sell
-115
Closed -$2K – 495
2014
Q4 		$2K Buy
+115
New +$1.94K ﹤0.01% 393
2014
Q1 		– Sell
-1,250
Closed -$32K – 440
2013
Q4 		$32K Buy
+1,250
New +$34.9K 0.01% 191

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Edge Wealth Management's BWP Position: Q1 2015 in Review

Edge Wealth Management sold out of Boardwalk Pipeline Partners (BWP) in Q1 2015, closing a stake of 115 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in BWP in Q4 2013 and held it in 2 quarters. The position peaked at $32K in Q4 2013. 160 funds tracked by Wall St. Rank hold BWP as of Q1 2015.

  • Edge Wealth Management reported no remaining Boardwalk Pipeline Partners position as of Q1 2015 after selling out during the quarter.
  • Edge Wealth Management sold 115 Boardwalk Pipeline Partners shares in Q1 2015, an estimated $2K.
  • Edge Wealth Management first reported a position in Boardwalk Pipeline Partners in Q4 2013 and held it in 2 quarters.
  • Edge Wealth Management's Boardwalk Pipeline Partners position peaked at $32K in Q4 2013.
  • 160 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2015.

Based on Edge Wealth Management's 13F filing for Q1 2015, filed 6 Apr 2015.