Independent Advisor Alliance’s Boardwalk Pipeline Partners BWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-13,663
Closed -$159K 422
2018
Q2
$159K Hold
13,663
0.03% 333
2018
Q1
$137K Buy
13,663
+1,400
+11% +$16.6K 0.03% 325
2017
Q4
$159K Buy
+12,263
New +$173K 0.04% 306

Independent Advisor Alliance's BWP Position: Q3 2018 in Review

Independent Advisor Alliance sold out of Boardwalk Pipeline Partners (BWP) in Q3 2018, closing a stake of 13,663 shares — an estimated $159K sold.

Independent Advisor Alliance first reported a position in BWP in Q4 2017 and held it in 3 quarters. The position peaked at $159K in Q2 2018. 0 funds tracked by Wall St. Rank hold BWP as of Q3 2018.

  • Independent Advisor Alliance reported no remaining Boardwalk Pipeline Partners position as of Q3 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,663 Boardwalk Pipeline Partners shares in Q3 2018, an estimated $159K.
  • Independent Advisor Alliance first reported a position in Boardwalk Pipeline Partners in Q4 2017 and held it in 3 quarters.
  • Independent Advisor Alliance's Boardwalk Pipeline Partners position peaked at $159K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2018.

Based on Independent Advisor Alliance's 13F filing for Q3 2018, filed 13 Nov 2018.