FWM
BWP

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

Focused 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
2016
Q1 		– Sell
-511
Closed -$7K – 743
2015
Q4 		$7K Buy
511
+4
+0.8% +$50 ﹤0.01% 470
2015
Q3 		$6K Buy
507
+4
+0.8% +$55 ﹤0.01% 480
2015
Q2 		$7K Buy
503
+53
+12% +$860 ﹤0.01% 468
2015
Q1 		$7K Buy
450
+250
+125% +$4.03K ﹤0.01% 487
2014
Q4 		$4K Hold
200
– – ﹤0.01% 542
2014
Q3 		$4K Hold
200
– – ﹤0.01% 552
2014
Q2 		$4K Buy
+200
New +$3.27K ﹤0.01% 548

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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Focused Wealth Management's BWP Position: Q1 2016 in Review

Focused Wealth Management sold out of Boardwalk Pipeline Partners (BWP) in Q1 2016, closing a stake of 511 shares — an estimated $7K sold.

Focused Wealth Management first reported a position in BWP in Q2 2014 and held it in 7 quarters. The position peaked at $7K in Q4 2015. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2016.

  • Focused Wealth Management reported no remaining Boardwalk Pipeline Partners position as of Q1 2016 after selling out during the quarter.
  • Focused Wealth Management sold 511 Boardwalk Pipeline Partners shares in Q1 2016, an estimated $7K.
  • Focused Wealth Management first reported a position in Boardwalk Pipeline Partners in Q2 2014 and held it in 7 quarters.
  • Focused Wealth Management's Boardwalk Pipeline Partners position peaked at $7K in Q4 2015.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2016.

Based on Focused Wealth Management's 13F filing for Q1 2016, filed 11 May 2016.