SPC
BWP

Sigma Planning Corp’s Boardwalk Pipeline Partners BWP Stock Holding History

Sigma Planning Corp’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
2017
Q4 		– Sell
-12,697
Closed -$187K – 915
2017
Q3 		$187K Sell
12,697
-2,928
-19% -$46.4K 0.02% 782
2017
Q2 		$281K Sell
15,625
-1,676
-10% -$30.2K 0.03% 592
2017
Q1 		$317K Buy
17,301
+113
+0.7% +$2.06K 0.03% 557
2016
Q4 		$298K Buy
17,188
+73
+0.4% +$1.25K 0.03% 526
2016
Q3 		$294K Buy
17,115
+69
+0.4% +$1.16K 0.03% 526
2016
Q2 		$297K Sell
17,046
-21
-0.1% -$347 0.04% 481
2016
Q1 		$252K Buy
17,067
+97
+0.6% +$1.18K 0.03% 520
2015
Q4 		$220K Buy
16,970
+46
+0.3% +$570 0.03% 564
2015
Q3 		$199K Buy
16,924
+765
+5% +$10.4K 0.03% 577
2015
Q2 		$235K Sell
16,159
-68
-0.4% -$1.1K 0.03% 570
2015
Q1 		$261K Sell
16,227
-5,047
-24% -$81.3K 0.03% 576
2014
Q4 		$378K Buy
+21,274
New +$360K 0.05% 416

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 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Planning Corp's BWP Position: Q4 2017 in Review

Sigma Planning Corp sold out of Boardwalk Pipeline Partners (BWP) in Q4 2017, closing a stake of 12,697 shares — an estimated $187K sold.

Sigma Planning Corp first reported a position in BWP in Q4 2014 and held it in 12 quarters. The position peaked at $378K in Q4 2014. 156 funds tracked by Wall St. Rank hold BWP as of Q4 2017.

  • Sigma Planning Corp reported no remaining Boardwalk Pipeline Partners position as of Q4 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 12,697 Boardwalk Pipeline Partners shares in Q4 2017, an estimated $187K.
  • Sigma Planning Corp first reported a position in Boardwalk Pipeline Partners in Q4 2014 and held it in 12 quarters.
  • Sigma Planning Corp's Boardwalk Pipeline Partners position peaked at $378K in Q4 2014.
  • 156 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2017.

Based on Sigma Planning Corp's 13F filing for Q4 2017, filed 7 Feb 2018.