SRIM
BWP

Saratoga Research & Investment Management’s Boardwalk Pipeline Partners BWP Stock Holding History

Saratoga Research & Investment Management’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
-10,250
Closed -$262K – 56
2013
Q4 		$262K Buy
10,250
+290
+3% +$8.1K 0.03% 51
2013
Q3 		$302K Sell
9,960
-280
-3% -$8.58K 0.04% 43
2013
Q2 		$309K Buy
+10,240
New +$308K 0.04% 46

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 190.63% 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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Saratoga Research & Investment Management's BWP Position: Q1 2014 in Review

Saratoga Research & Investment Management sold out of Boardwalk Pipeline Partners (BWP) in Q1 2014, closing a stake of 10,250 shares — an estimated $262K sold.

Saratoga Research & Investment Management first reported a position in BWP in Q2 2013 and held it in 3 quarters. The position peaked at $309K in Q2 2013. 177 funds tracked by Wall St. Rank hold BWP as of Q1 2014.

  • Saratoga Research & Investment Management reported no remaining Boardwalk Pipeline Partners position as of Q1 2014 after selling out during the quarter.
  • Saratoga Research & Investment Management sold 10,250 Boardwalk Pipeline Partners shares in Q1 2014, an estimated $262K.
  • Saratoga Research & Investment Management first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 3 quarters.
  • Saratoga Research & Investment Management's Boardwalk Pipeline Partners position peaked at $309K in Q2 2013.
  • 177 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2014.

Based on Saratoga Research & Investment Management's 13F filing for Q1 2014, filed 30 Apr 2014.