EFS
BWP

Essex Financial Services’s Boardwalk Pipeline Partners BWP Stock Holding History

Essex Financial 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
2016
Q3 		– Sell
-10,750
Closed -$188K – 321
2016
Q2 		$188K Hold
10,750
– – 0.05% 290
2016
Q1 		$158K Sell
10,750
-1,204
-10% -$14.7K 0.04% 300
2015
Q4 		$155K Buy
11,954
+10
+0.1% +$124 0.04% 311
2015
Q3 		$141K Buy
11,944
+8
+0.1% +$109 0.04% 310
2015
Q2 		$173K Sell
11,936
-6,823
-36% -$111K 0.04% 317
2015
Q1 		$302K Sell
18,759
-2,893
-13% -$46.6K 0.08% 241
2014
Q4 		$385K Sell
21,652
-2,993
-12% -$50.6K 0.1% 206
2014
Q3 		$461K Sell
24,645
-2,083
-8% -$39.8K 0.14% 171
2014
Q2 		$494K Sell
26,728
-2,368
-8% -$38.7K 0.15% 163
2014
Q1 		$390K Sell
29,096
-8,389
-22% -$150K 0.13% 178
2013
Q4 		$957K Buy
37,485
+4,992
+15% +$139K 0.32% 77
2013
Q3 		$987 Buy
32,493
+669
+2% +$20.5K 0.31% 69
2013
Q2 		$961K Buy
+31,824
New +$958K 0.34% 72

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Essex Financial Services's BWP Position: Q3 2016 in Review

Essex Financial Services sold out of Boardwalk Pipeline Partners (BWP) in Q3 2016, closing a stake of 10,750 shares — an estimated $188K sold.

Essex Financial Services first reported a position in BWP in Q2 2013 and held it in 13 quarters. The position peaked at $961K in Q2 2013. 151 funds tracked by Wall St. Rank hold BWP as of Q3 2016.

  • Essex Financial Services reported no remaining Boardwalk Pipeline Partners position as of Q3 2016 after selling out during the quarter.
  • Essex Financial Services sold 10,750 Boardwalk Pipeline Partners shares in Q3 2016, an estimated $188K.
  • Essex Financial Services first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 13 quarters.
  • Essex Financial Services's Boardwalk Pipeline Partners position peaked at $961K in Q2 2013.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2016.

Based on Essex Financial Services's 13F filing for Q3 2016, filed 10 Nov 2016.