Icon Wealth Partners’s Boardwalk Pipeline Partners BWP Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-8,061	Closed	-$94K	–	829
2018 Q2	$94K	Sell	8,061 -5,716	-41%	-$60.4K	0.04%	249
2018 Q1	$140K	Buy	13,777 +958	+7%	+$11.4K	0.08%	202
2017 Q4	$165K	Buy	+12,819	New	+$181K	0.08%	198

Icon Wealth Partners's BWP Position: Q3 2018 in Review

Icon Wealth Partners sold out of Boardwalk Pipeline Partners (BWP) in Q3 2018, closing a stake of 8,061 shares — an estimated $94K sold.

Icon Wealth Partners first reported a position in BWP in Q4 2017 and held it in 3 quarters. The position peaked at $165K in Q4 2017. 0 funds tracked by Wall St. Rank hold BWP as of Q3 2018.

Icon Wealth Partners reported no remaining Boardwalk Pipeline Partners position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 8,061 Boardwalk Pipeline Partners shares in Q3 2018, an estimated $94K.
Icon Wealth Partners first reported a position in Boardwalk Pipeline Partners in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Boardwalk Pipeline Partners position peaked at $165K in Q4 2017.
0 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.