PWM
BWP

Perigon Wealth Management’s Boardwalk Pipeline Partners BWP Stock Holding History

Perigon Wealth Management’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
2018
Q1 		– Sell
-20
Closed – – 709
2017
Q4 		$0 Sell
20
-260
-93% -$3.67K ﹤0.01% 695
2017
Q3 		$4K Buy
280
+1
+0.4% +$16 ﹤0.01% 580
2017
Q2 		$5K Buy
279
+2
+0.7% +$36 ﹤0.01% 534
2017
Q1 		$5K Hold
277
– – ﹤0.01% 572
2016
Q4 		$5K Buy
277
+3
+1% +$51 ﹤0.01% 653
2016
Q3 		$5K Buy
274
+1
+0.4% +$17 ﹤0.01% 570
2016
Q2 		$5K Buy
+273
New +$4.51K ﹤0.01% 399

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's BWP Position: Q1 2018 in Review

Perigon Wealth Management sold out of Boardwalk Pipeline Partners (BWP) in Q1 2018, closing a stake of 20 shares.

Perigon Wealth Management first reported a position in BWP in Q2 2016 and held it in 7 quarters. The position peaked at $5K in Q2 2017. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2018.

  • Perigon Wealth Management reported no remaining Boardwalk Pipeline Partners position as of Q1 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 20 Boardwalk Pipeline Partners shares in Q1 2018.
  • Perigon Wealth Management first reported a position in Boardwalk Pipeline Partners in Q2 2016 and held it in 7 quarters.
  • Perigon Wealth Management's Boardwalk Pipeline Partners position peaked at $5K in Q2 2017.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2018.

Based on Perigon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.