RIA
BWP

Rushmore Investment Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Rushmore Investment 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
2013
Q2 		$374K Buy
+12,390
New +$373K 0.08% 163

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Rushmore Investment Advisors's BWP Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Boardwalk Pipeline Partners (BWP) in Q2 2013: 12,390 shares worth $374K. The stake represents 0.08% of the portfolio and ranks #163 among its holdings.

213 funds tracked by Wall St. Rank hold BWP as of Q2 2013.

  • Rushmore Investment Advisors held 12,390 shares of Boardwalk Pipeline Partners worth $374K as of Q2 2013.
  • Boardwalk Pipeline Partners was a new Rushmore Investment Advisors position in Q2 2013.
  • Boardwalk Pipeline Partners made up 0.08% of Rushmore Investment Advisors's portfolio in Q2 2013, its #163 holding.
  • 213 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.