SKK
BWP

Shepherd Kaplan Krochuk’s Boardwalk Pipeline Partners BWP Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q3 		– Sell
-27,980
Closed -$488K – 424
2016
Q2 		$488K Hold
27,980
– – 0.12% 112
2016
Q1 		$412K Hold
27,980
– – 0.13% 117
2015
Q4 		$363K Buy
+27,980
New +$346K 0.1% 158

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Shepherd Kaplan Krochuk's BWP Position: Q3 2016 in Review

Shepherd Kaplan Krochuk sold out of Boardwalk Pipeline Partners (BWP) in Q3 2016, closing a stake of 27,980 shares — an estimated $488K sold.

Shepherd Kaplan Krochuk first reported a position in BWP in Q4 2015 and held it in 3 quarters. The position peaked at $488K in Q2 2016. 151 funds tracked by Wall St. Rank hold BWP as of Q3 2016.

  • Shepherd Kaplan Krochuk reported no remaining Boardwalk Pipeline Partners position as of Q3 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 27,980 Boardwalk Pipeline Partners shares in Q3 2016, an estimated $488K.
  • Shepherd Kaplan Krochuk first reported a position in Boardwalk Pipeline Partners in Q4 2015 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Boardwalk Pipeline Partners position peaked at $488K in Q2 2016.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2016, filed 14 Nov 2016.