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
2016
Q2 		– Sell
-100
Closed -$1K – 1045
2016
Q1 		$1K Hold
100
– – ﹤0.01% 1149
2015
Q4 		$1K Buy
+100
New +$1.24K ﹤0.01% 1153

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 23.41% 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.