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

Evercore 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
2018 Q1	–	Sell	-3,401	Closed	-$44K	–	897
2017 Q4	$44K	Hold	3,401	–	–	﹤0.01%	602
2017 Q3	$50K	Hold	3,401	–	–	﹤0.01%	573
2017 Q2	$61K	Hold	3,401	–	–	﹤0.01%	555
2017 Q1	$62K	Hold	3,401	–	–	﹤0.01%	564
2016 Q4	$59K	Hold	3,401	–	–	﹤0.01%	573
2016 Q3	$58K	Buy	3,401 +801	+31%	+$13.5K	﹤0.01%	573
2016 Q2	$45K	Buy	+2,600	New	+$42.9K	﹤0.01%	602
2014 Q3	–	Sell	-1,000	Closed	-$19K	–	1016
2014 Q2	$19K	Sell	1,000 -11,500	-92%	-$188K	﹤0.01%	749
2014 Q1	$167K	Hold	12,500	–	–	0.01%	406
2013 Q4	$319K	Hold	12,500	–	–	0.02%	318
2013 Q3	$380K	Hold	12,500	–	–	0.02%	315
2013 Q2	$377K	Buy	+12,500	New	+$376K	0.02%	320

Other funds holding BWP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Evercore Wealth Management's BWP Position: Q1 2018 in Review

Evercore Wealth Management sold out of Boardwalk Pipeline Partners (BWP) in Q1 2018, closing a stake of 3,401 shares — an estimated $44K sold.

Evercore Wealth Management first reported a position in BWP in Q2 2013 and held it in 12 quarters. The position peaked at $380K in Q3 2013. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2018.

Evercore Wealth Management reported no remaining Boardwalk Pipeline Partners position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,401 Boardwalk Pipeline Partners shares in Q1 2018, an estimated $44K.
Evercore Wealth Management first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 12 quarters.
Evercore Wealth Management's Boardwalk Pipeline Partners position peaked at $380K in Q3 2013.
151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.