JIC
BWP

Joel Isaacson & Co’s Boardwalk Pipeline Partners BWP Stock Holding History

Joel Isaacson & Co’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
-700
Closed -$9K – 812
2015
Q4 		$9K Hold
700
– – ﹤0.01% 573
2015
Q3 		$8K Buy
+700
New +$9.54K ﹤0.01% 600

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

Joel Isaacson & Co's BWP Position: Q1 2016 in Review

Joel Isaacson & Co sold out of Boardwalk Pipeline Partners (BWP) in Q1 2016, closing a stake of 700 shares — an estimated $9K sold.

Joel Isaacson & Co first reported a position in BWP in Q3 2015 and held it in 2 quarters. The position peaked at $9K in Q4 2015. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2016.

  • Joel Isaacson & Co reported no remaining Boardwalk Pipeline Partners position as of Q1 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 700 Boardwalk Pipeline Partners shares in Q1 2016, an estimated $9K.
  • Joel Isaacson & Co first reported a position in Boardwalk Pipeline Partners in Q3 2015 and held it in 2 quarters.
  • Joel Isaacson & Co's Boardwalk Pipeline Partners position peaked at $9K in Q4 2015.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.