RFS
BWP

Rockefeller Financial Services’s Boardwalk Pipeline Partners BWP Stock Holding History

Rockefeller Financial Services’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
2014
Q1 		– Sell
-16,740
Closed -$427K – 538
2013
Q4 		$427K Hold
16,740
– – 0.01% 284
2013
Q3 		$508K Hold
16,740
– – 0.01% 262
2013
Q2 		$506K Buy
+16,740
New +$504K 0.01% 253

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CCCA
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIBC Private Wealth Group
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Rockefeller Financial Services's BWP Position: Q1 2014 in Review

Rockefeller Financial Services sold out of Boardwalk Pipeline Partners (BWP) in Q1 2014, closing a stake of 16,740 shares — an estimated $427K sold.

Rockefeller Financial Services first reported a position in BWP in Q2 2013 and held it in 3 quarters. The position peaked at $508K in Q3 2013. 177 funds tracked by Wall St. Rank hold BWP as of Q1 2014.

  • Rockefeller Financial Services reported no remaining Boardwalk Pipeline Partners position as of Q1 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 16,740 Boardwalk Pipeline Partners shares in Q1 2014, an estimated $427K.
  • Rockefeller Financial Services first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 3 quarters.
  • Rockefeller Financial Services's Boardwalk Pipeline Partners position peaked at $508K in Q3 2013.
  • 177 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2014.

Based on Rockefeller Financial Services's 13F filing for Q1 2014, filed 5 May 2014.