Stifel Financial’s Boardwalk Pipeline Partners BWP Stock Holding History

Stifel Financial’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 Q2	–	Sell	-13,227	Closed	-$243K	–	2666
2017 Q1	$243K	Buy	+13,227	New	+$241K	﹤0.01%	2214
2015 Q1	–	Sell	-20,089	Closed	-$357K	–	2442
2014 Q4	$357K	Sell	20,089 -34,797	-63%	-$588K	﹤0.01%	1773
2014 Q3	$1.03M	Buy	54,886 +44,386	+423%	+$849K	0.01%	1114
2014 Q2	$194K	Buy	+10,500	New	+$172K	﹤0.01%	2011

Other funds holding BWP

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Stifel Financial's BWP Position: Q2 2017 in Review

Stifel Financial sold out of Boardwalk Pipeline Partners (BWP) in Q2 2017, closing a stake of 13,227 shares — an estimated $243K sold.

Stifel Financial first reported a position in BWP in Q2 2014 and held it in 4 quarters. The position peaked at $1.03M in Q3 2014. 165 funds tracked by Wall St. Rank hold BWP as of Q2 2017.

Stifel Financial reported no remaining Boardwalk Pipeline Partners position as of Q2 2017 after selling out during the quarter.
Stifel Financial sold 13,227 Boardwalk Pipeline Partners shares in Q2 2017, an estimated $243K.
Stifel Financial first reported a position in Boardwalk Pipeline Partners in Q2 2014 and held it in 4 quarters.
Stifel Financial's Boardwalk Pipeline Partners position peaked at $1.03M in Q3 2014.
165 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.