PFG
BWP

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

Pacific 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
2015
Q1 		– Sell
-300
Closed -$5K – 218
2014
Q4 		$5K Buy
+300
New +$5.07K ﹤0.01% 181

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Financial Group's BWP Position: Q1 2015 in Review

Pacific Financial Group sold out of Boardwalk Pipeline Partners (BWP) in Q1 2015, closing a stake of 300 shares — an estimated $5K sold.

Pacific Financial Group first reported a position in BWP in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 160 funds tracked by Wall St. Rank hold BWP as of Q1 2015.

  • Pacific Financial Group reported no remaining Boardwalk Pipeline Partners position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 300 Boardwalk Pipeline Partners shares in Q1 2015, an estimated $5K.
  • Pacific Financial Group first reported a position in Boardwalk Pipeline Partners in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Boardwalk Pipeline Partners position peaked at $5K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.