McAdams Wright Ragen’s Boardwalk Pipeline Partners BWP Stock Holding History

McAdams Wright Ragen’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
2014 Q3	$1.13M	Sell	60,330 -14,110	-19%	-$270K	0.06%	187
2014 Q2	$1.38M	Sell	74,440 -77,940	-51%	-$1.27M	0.08%	168
2014 Q1	$2.04M	Sell	152,380 -104,175	-41%	-$1.87M	0.13%	132
2013 Q4	$6.55M	Buy	+256,555	New	+$7.16M	0.43%	68
2013 Q3	–	Sell	-237,235	Closed	-$7.16M	–	367
2013 Q2	$7.16M	Buy	+237,235	New	+$7.14M	0.57%	48

Other funds holding BWP

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McAdams Wright Ragen's BWP Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Boardwalk Pipeline Partners (BWP) stake by 19% in Q3 2014, selling an estimated $270K and leaving 60,330 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #187.

McAdams Wright Ragen first reported a position in BWP in Q2 2013 and has held it in 5 quarters since. The position peaked at $7.16M in Q2 2013. 170 funds tracked by Wall St. Rank hold BWP as of Q3 2014.

McAdams Wright Ragen held 60,330 shares of Boardwalk Pipeline Partners worth $1.13M as of Q3 2014.
McAdams Wright Ragen sold 14,110 Boardwalk Pipeline Partners shares in Q3 2014, an estimated $270K.
Boardwalk Pipeline Partners made up 0.06% of McAdams Wright Ragen's portfolio in Q3 2014, its #187 holding.
McAdams Wright Ragen first reported a position in Boardwalk Pipeline Partners in Q2 2013 and has held it in 5 quarters since.
McAdams Wright Ragen's Boardwalk Pipeline Partners position peaked at $7.16M in Q2 2013.
170 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.