Geneva Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Geneva Advisors’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
2017 Q2	–	Sell	-31,291	Closed	-$573K	–	810
2017 Q1	$573K	Buy	+31,291	New	+$570K	0.01%	476

Other funds holding BWP

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Geneva Advisors's BWP Position: Q2 2017 in Review

Geneva Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q2 2017, closing a stake of 31,291 shares — an estimated $573K sold.

Geneva Advisors first reported a position in BWP in Q1 2017 and held it in 1 quarter. The position peaked at $573K in Q1 2017. 165 funds tracked by Wall St. Rank hold BWP as of Q2 2017.

Geneva Advisors reported no remaining Boardwalk Pipeline Partners position as of Q2 2017 after selling out during the quarter.
Geneva Advisors sold 31,291 Boardwalk Pipeline Partners shares in Q2 2017, an estimated $573K.
Geneva Advisors first reported a position in Boardwalk Pipeline Partners in Q1 2017 and held it in 1 quarter.
Geneva Advisors's Boardwalk Pipeline Partners position peaked at $573K in Q1 2017.
165 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.