Proficio Capital Partners’s Boardwalk Pipeline Partners BWP Stock Holding History

Proficio Capital Partners’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 Q2	–	Sell	-4,009	Closed	-$41K	–	1370
2018 Q1	$41K	Buy	4,009 +1,092	+37%	+$13K	0.01%	400
2017 Q4	$38K	Sell	2,917 -13,072	-82%	-$185K	0.01%	414
2017 Q3	$235K	Hold	15,989	–	–	0.1%	139
2017 Q2	$262K	Buy	15,989 +500	+3%	+$9K	0.11%	132
2017 Q1	$287K	Buy	15,489 +12,165	+366%	+$222K	0.13%	116
2016 Q4	$58K	Hold	3,324	–	–	0.02%	240
2016 Q3	$57K	Hold	3,324	–	–	0.03%	253
2016 Q2	$55K	Hold	3,324	–	–	0.03%	248
2016 Q1	$49K	Buy	+3,324	New	+$40.5K	0.04%	220

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 23.41% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCM

TAM Capital Management Stamford, Connecticut $205M AUM 28.94% 1-Year Est. Return

Proficio Capital Partners's BWP Position: Q2 2018 in Review

Proficio Capital Partners sold out of Boardwalk Pipeline Partners (BWP) in Q2 2018, closing a stake of 4,009 shares — an estimated $41K sold.

Proficio Capital Partners first reported a position in BWP in Q1 2016 and held it in 9 quarters. The position peaked at $287K in Q1 2017. 143 funds tracked by Wall St. Rank hold BWP as of Q2 2018.

Proficio Capital Partners reported no remaining Boardwalk Pipeline Partners position as of Q2 2018 after selling out during the quarter.
Proficio Capital Partners sold 4,009 Boardwalk Pipeline Partners shares in Q2 2018, an estimated $41K.
Proficio Capital Partners first reported a position in Boardwalk Pipeline Partners in Q1 2016 and held it in 9 quarters.
Proficio Capital Partners's Boardwalk Pipeline Partners position peaked at $287K in Q1 2017.
143 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.