Lee Financial’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
-400
Closed -$5K 810
2018
Q2
$5K Sell
400
-12,300
-97% -$130K ﹤0.01% 628
2018
Q1
$129K Hold
12,700
0.03% 186
2017
Q4
$164K Hold
12,700
0.05% 125
2017
Q3
$187K Hold
12,700
0.06% 114
2017
Q2
$229K Hold
12,700
0.08% 109
2017
Q1
$233K Hold
12,700
0.09% 104
2016
Q4
$220K Buy
+12,700
New +$217K 0.12% 101

Lee Financial's BWP Position: Q3 2018 in Review

Lee Financial sold out of Boardwalk Pipeline Partners (BWP) in Q3 2018, closing a stake of 400 shares — an estimated $5K sold.

Lee Financial first reported a position in BWP in Q4 2016 and held it in 7 quarters. The position peaked at $233K in Q1 2017. 0 funds tracked by Wall St. Rank hold BWP as of Q3 2018.

  • Lee Financial reported no remaining Boardwalk Pipeline Partners position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 400 Boardwalk Pipeline Partners shares in Q3 2018, an estimated $5K.
  • Lee Financial first reported a position in Boardwalk Pipeline Partners in Q4 2016 and held it in 7 quarters.
  • Lee Financial's Boardwalk Pipeline Partners position peaked at $233K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.