Pinnacle Holdings’s Boardwalk Pipeline Partners BWP Stock Holding History

Pinnacle Holdings’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	-200	Closed	-$2.58K	–	219
2017 Q4	$2.58K	Hold	200	–	–	﹤0.01%	211
2017 Q3	$2.94K	Hold	200	–	–	﹤0.01%	215
2017 Q2	$3.6K	Hold	200	–	–	﹤0.01%	202
2017 Q1	$3.66K	Hold	200	–	–	﹤0.01%	211
2016 Q4	$3.47K	Hold	200	–	–	﹤0.01%	216
2016 Q3	$3.43K	Hold	200	–	–	﹤0.01%	209
2016 Q2	$3.49K	Hold	200	–	–	﹤0.01%	220
2016 Q1	$2.95K	Hold	200	–	–	﹤0.01%	211
2015 Q4	$2.6K	Buy	+200	New	+$2.48K	﹤0.01%	210
2015 Q1	–	Sell	-200	Closed	-$3.55K	–	228
2014 Q4	$3.55K	Hold	200	–	–	﹤0.01%	201
2014 Q3	$3.74K	Hold	200	–	–	﹤0.01%	201
2014 Q2	$3.7K	Buy	+200	New	+$3.27K	﹤0.01%	196

Other funds holding BWP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Holdings's BWP Position: Q1 2018 in Review

Pinnacle Holdings sold out of Boardwalk Pipeline Partners (BWP) in Q1 2018, closing a stake of 200 shares — an estimated $2.58K sold.

Pinnacle Holdings first reported a position in BWP in Q2 2014 and held it in 12 quarters. The position peaked at $3.74K in Q3 2014. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2018.

Pinnacle Holdings reported no remaining Boardwalk Pipeline Partners position as of Q1 2018 after selling out during the quarter.
Pinnacle Holdings sold 200 Boardwalk Pipeline Partners shares in Q1 2018, an estimated $2.58K.
Pinnacle Holdings first reported a position in Boardwalk Pipeline Partners in Q2 2014 and held it in 12 quarters.
Pinnacle Holdings's Boardwalk Pipeline Partners position peaked at $3.74K in Q3 2014.
151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2018.

Based on Pinnacle Holdings's 13F filing for Q1 2018, filed 14 May 2018.