RFA
BWP

Reilly Financial Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Reilly Financial Advisors’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
Q3 		– Sell
-100
Closed -$2K – 1040
2017
Q2 		$2K Hold
100
– – ﹤0.01% 893
2017
Q1 		$2K Hold
100
– – ﹤0.01% 866
2016
Q4 		$2K Hold
100
– – ﹤0.01% 779
2016
Q3 		$2K Hold
100
– – ﹤0.01% 774
2016
Q2 		$2K Buy
+100
New +$1.65K ﹤0.01% 740
2015
Q4 		– Sell
-100
Closed -$1.24K – 1456
2015
Q3 		$1K Sell
100
-200
-67% -$2.73K ﹤0.01% 1238
2015
Q2 		$4K Buy
300
+200
+200% +$3.25K ﹤0.01% 1134
2015
Q1 		$2K Hold
100
– – ﹤0.01% 1196
2014
Q4 		$2K Hold
100
– – ﹤0.01% 776
2014
Q3 		$2K Hold
100
– – ﹤0.01% 780
2014
Q2 		$2K Hold
100
– – ﹤0.01% 799
2014
Q1 		$1K Hold
100
– – ﹤0.01% 787
2013
Q4 		$3K Sell
100
-750
-88% -$20.9K ﹤0.01% 771
2013
Q3 		$26K Hold
850
– – 0.01% 311
2013
Q2 		$26K Buy
+850
New +$25.6K 0.01% 314

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's BWP Position: Q3 2017 in Review

Reilly Financial Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q3 2017, closing a stake of 100 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in BWP in Q2 2013 and held it in 15 quarters. The position peaked at $26K in Q3 2013. 156 funds tracked by Wall St. Rank hold BWP as of Q3 2017.

  • Reilly Financial Advisors reported no remaining Boardwalk Pipeline Partners position as of Q3 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 Boardwalk Pipeline Partners shares in Q3 2017, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 15 quarters.
  • Reilly Financial Advisors's Boardwalk Pipeline Partners position peaked at $26K in Q3 2013.
  • 156 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2017.

Based on Reilly Financial Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.