Mosaic Family Wealth’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
-1,024
Closed -$12K 708
2018
Q2
$12K Hold
1,024
﹤0.01% 520
2018
Q1
$10K Hold
1,024
﹤0.01% 531
2017
Q4
$13K Hold
1,024
﹤0.01% 507
2017
Q3
$15K Hold
1,024
0.01% 521
2017
Q2
$18K Hold
1,024
0.01% 451
2017
Q1
$19K Hold
1,024
0.01% 448
2016
Q4
$18K Hold
1,024
0.01% 450
2016
Q3
$18K Hold
1,024
0.01% 457
2016
Q2
$18K Hold
1,024
0.01% 465
2016
Q1
$15K Hold
1,024
0.01% 479
2015
Q4
$13K Buy
+1,024
New +$12.7K 0.01% 499

Mosaic Family Wealth's BWP Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Boardwalk Pipeline Partners (BWP) in Q3 2018, closing a stake of 1,024 shares — an estimated $12K sold.

Mosaic Family Wealth first reported a position in BWP in Q4 2015 and held it in 11 quarters. The position peaked at $19K in Q1 2017. 0 funds tracked by Wall St. Rank hold BWP as of Q3 2018.

  • Mosaic Family Wealth reported no remaining Boardwalk Pipeline Partners position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,024 Boardwalk Pipeline Partners shares in Q3 2018, an estimated $12K.
  • Mosaic Family Wealth first reported a position in Boardwalk Pipeline Partners in Q4 2015 and held it in 11 quarters.
  • Mosaic Family Wealth's Boardwalk Pipeline Partners position peaked at $19K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.