Stifel Trust’s Boardwalk Pipeline Partners BWP Stock Holding History

Stifel Trust’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
2013 Q4	–	Sell	-300	Closed	-$10K	–	454
2013 Q3	$10K	Sell	300 -950	-76%	-$29.1K	﹤0.01%	389
2013 Q2	$38K	Buy	+1,250	New	+$37.6K	0.01%	267

Other funds holding BWP

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Stifel Trust's BWP Position: Q4 2013 in Review

Stifel Trust sold out of Boardwalk Pipeline Partners (BWP) in Q4 2013, closing a stake of 300 shares — an estimated $10K sold.

Stifel Trust first reported a position in BWP in Q2 2013 and held it in 2 quarters. The position peaked at $38K in Q2 2013. 211 funds tracked by Wall St. Rank hold BWP as of Q4 2013.

Stifel Trust reported no remaining Boardwalk Pipeline Partners position as of Q4 2013 after selling out during the quarter.
Stifel Trust sold 300 Boardwalk Pipeline Partners shares in Q4 2013, an estimated $10K.
Stifel Trust first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 2 quarters.
Stifel Trust's Boardwalk Pipeline Partners position peaked at $38K in Q2 2013.
211 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2013.

Based on Stifel Trust's 13F filing for Q4 2013, filed 14 Feb 2014.