NFG
BWP

Next Financial Group’s Boardwalk Pipeline Partners BWP Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-300
Closed -$5K – 2461
2016
Q4 		$5K Hold
300
– – ﹤0.01% 1957
2016
Q3 		$5K Buy
+300
New +$5.06K ﹤0.01% 1959
2015
Q1 		– Sell
-200
Closed -$4K – 2018
2014
Q4 		$4K Sell
200
-300
-60% -$5.07K ﹤0.01% 1608
2014
Q3 		$9K Hold
500
– – ﹤0.01% 1829
2014
Q2 		$10K Buy
+500
New +$8.17K 0.01% 794

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Next Financial Group's BWP Position: Q1 2017 in Review

Next Financial Group sold out of Boardwalk Pipeline Partners (BWP) in Q1 2017, closing a stake of 300 shares — an estimated $5K sold.

Next Financial Group first reported a position in BWP in Q2 2014 and held it in 5 quarters. The position peaked at $10K in Q2 2014. 165 funds tracked by Wall St. Rank hold BWP as of Q1 2017.

  • Next Financial Group reported no remaining Boardwalk Pipeline Partners position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 300 Boardwalk Pipeline Partners shares in Q1 2017, an estimated $5K.
  • Next Financial Group first reported a position in Boardwalk Pipeline Partners in Q2 2014 and held it in 5 quarters.
  • Next Financial Group's Boardwalk Pipeline Partners position peaked at $10K in Q2 2014.
  • 165 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.