FM
BWP

Family Management’s Boardwalk Pipeline Partners BWP Stock Holding History

Family 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
2013
Q4 		– Sell
-157,315
Closed -$4.78M – 77
2013
Q3 		$4.78M Sell
157,315
-2,225
-1% -$68.2K 3.09% 11
2013
Q2 		$4.82M Buy
+159,540
New +$4.8M 2.93% 11

Other funds holding BWP

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Family Management's BWP Position: Q4 2013 in Review

Family Management sold out of Boardwalk Pipeline Partners (BWP) in Q4 2013, closing a stake of 157,315 shares — an estimated $4.78M sold.

Family Management first reported a position in BWP in Q2 2013 and held it in 2 quarters. The position peaked at $4.82M in Q2 2013. 211 funds tracked by Wall St. Rank hold BWP as of Q4 2013.

  • Family Management reported no remaining Boardwalk Pipeline Partners position as of Q4 2013 after selling out during the quarter.
  • Family Management sold 157,315 Boardwalk Pipeline Partners shares in Q4 2013, an estimated $4.78M.
  • Family Management first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 2 quarters.
  • Family Management's Boardwalk Pipeline Partners position peaked at $4.82M in Q2 2013.
  • 211 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2013.

Based on Family Management's 13F filing for Q4 2013, filed 14 Feb 2014.