SCIA
BWP

Sanibel Captiva Investment Advisers’s Boardwalk Pipeline Partners BWP Stock Holding History

Sanibel Captiva Investment Advisers’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
Q4 		$3.06M Buy
119,799
+10,856
+10% +$303K 1.89% 18
2013
Q3 		$3.31M Buy
108,943
+30,448
+39% +$933K 2.55% 10
2013
Q2 		$2.37M Buy
+78,495
New +$2.36M 2.31% 15

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 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 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 16.35% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Sanibel Captiva Investment Advisers's BWP Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Boardwalk Pipeline Partners (BWP) stake by 10% in Q4 2013, buying an estimated $303K and bringing the position to 119,799 shares worth $3.06M. The position accounts for 1.89% of the portfolio, ranked #18.

Sanibel Captiva Investment Advisers first reported a position in BWP in Q2 2013 and has held it in 3 quarters since. The position peaked at $3.31M in Q3 2013. 211 funds tracked by Wall St. Rank hold BWP as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 119,799 shares of Boardwalk Pipeline Partners worth $3.06M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 10,856 Boardwalk Pipeline Partners shares in Q4 2013, an estimated $303K.
  • Boardwalk Pipeline Partners made up 1.89% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #18 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Boardwalk Pipeline Partners in Q2 2013 and has held it in 3 quarters since.
  • Sanibel Captiva Investment Advisers's Boardwalk Pipeline Partners position peaked at $3.31M in Q3 2013.
  • 211 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.