SBIA
BWP

Sheaff Brock Investment Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Sheaff Brock 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
2018
Q2 		– Sell
-10,072
Closed -$102K – 594
2018
Q1 		$102K Buy
10,072
+52
+0.5% +$617 0.01% 518
2017
Q4 		$129K Buy
+10,020
New +$142K 0.02% 492
2017
Q3 		– Sell
-11,241
Closed -$202K – 635
2017
Q2 		$202K Buy
11,241
+31
+0.3% +$558 0.03% 506
2017
Q1 		$205K Buy
11,210
+31
+0.3% +$565 0.03% 503
2016
Q4 		$194K Buy
+11,179
New +$191K 0.02% 519

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
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
TAM Capital Management Stamford, Connecticut $205M AUM 28.94% 1-Year Est. Return

Sheaff Brock Investment Advisors's BWP Position: Q2 2018 in Review

Sheaff Brock Investment Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q2 2018, closing a stake of 10,072 shares — an estimated $102K sold.

Sheaff Brock Investment Advisors first reported a position in BWP in Q4 2016 and held it in 5 quarters. The position peaked at $205K in Q1 2017. 143 funds tracked by Wall St. Rank hold BWP as of Q2 2018.

  • Sheaff Brock Investment Advisors reported no remaining Boardwalk Pipeline Partners position as of Q2 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,072 Boardwalk Pipeline Partners shares in Q2 2018, an estimated $102K.
  • Sheaff Brock Investment Advisors first reported a position in Boardwalk Pipeline Partners in Q4 2016 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Boardwalk Pipeline Partners position peaked at $205K in Q1 2017.
  • 143 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.