KFS
BWP

KMS Financial Services’s Boardwalk Pipeline Partners BWP Stock Holding History

KMS Financial 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
2013
Q4 		– Sell
-9,667
Closed -$294K – 558
2013
Q3 		$294K Buy
9,667
+390
+4% +$11.9K 0.07% 294
2013
Q2 		$280K Buy
+9,277
New +$279K 0.08% 279

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

KMS Financial Services's BWP Position: Q4 2013 in Review

KMS Financial Services sold out of Boardwalk Pipeline Partners (BWP) in Q4 2013, closing a stake of 9,667 shares — an estimated $294K sold.

KMS Financial Services first reported a position in BWP in Q2 2013 and held it in 2 quarters. The position peaked at $294K in Q3 2013. 211 funds tracked by Wall St. Rank hold BWP as of Q4 2013.

  • KMS Financial Services reported no remaining Boardwalk Pipeline Partners position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 9,667 Boardwalk Pipeline Partners shares in Q4 2013, an estimated $294K.
  • KMS Financial Services first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 2 quarters.
  • KMS Financial Services's Boardwalk Pipeline Partners position peaked at $294K in Q3 2013.
  • 211 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.