GGPS
BWP

Gary Goldberg Planning Services’s Boardwalk Pipeline Partners BWP Stock Holding History

Gary Goldberg Planning 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
2014
Q1 		– Sell
-3,500
Closed -$89K – 466
2013
Q4 		$89K Buy
3,500
+400
+13% +$11.2K 0.05% 147
2013
Q3 		$94K Buy
3,100
+400
+15% +$12.3K 0.06% 138
2013
Q2 		$82K Buy
+2,700
New +$81.3K 0.05% 138

Other funds holding BWP

LC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Gary Goldberg Planning Services's BWP Position: Q1 2014 in Review

Gary Goldberg Planning Services sold out of Boardwalk Pipeline Partners (BWP) in Q1 2014, closing a stake of 3,500 shares — an estimated $89K sold.

Gary Goldberg Planning Services first reported a position in BWP in Q2 2013 and held it in 3 quarters. The position peaked at $94K in Q3 2013. 177 funds tracked by Wall St. Rank hold BWP as of Q1 2014.

  • Gary Goldberg Planning Services reported no remaining Boardwalk Pipeline Partners position as of Q1 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 3,500 Boardwalk Pipeline Partners shares in Q1 2014, an estimated $89K.
  • Gary Goldberg Planning Services first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 3 quarters.
  • Gary Goldberg Planning Services's Boardwalk Pipeline Partners position peaked at $94K in Q3 2013.
  • 177 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q1 2014, filed 7 May 2014.