SAM
BWP

Summit Asset Management’s Boardwalk Pipeline Partners BWP Stock Holding History

Summit Asset Management’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
2015
Q4 		– Sell
-10,600
Closed -$125K – 94
2015
Q3 		$125K Buy
+10,600
New +$144K 0.09% 92

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Asset Management's BWP Position: Q4 2015 in Review

Summit Asset Management sold out of Boardwalk Pipeline Partners (BWP) in Q4 2015, closing a stake of 10,600 shares — an estimated $125K sold.

Summit Asset Management first reported a position in BWP in Q3 2015 and held it in 1 quarter. The position peaked at $125K in Q3 2015. 147 funds tracked by Wall St. Rank hold BWP as of Q4 2015.

  • Summit Asset Management reported no remaining Boardwalk Pipeline Partners position as of Q4 2015 after selling out during the quarter.
  • Summit Asset Management sold 10,600 Boardwalk Pipeline Partners shares in Q4 2015, an estimated $125K.
  • Summit Asset Management first reported a position in Boardwalk Pipeline Partners in Q3 2015 and held it in 1 quarter.
  • Summit Asset Management's Boardwalk Pipeline Partners position peaked at $125K in Q3 2015.
  • 147 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2015.

Based on Summit Asset Management's 13F filing for Q4 2015, filed 3 Feb 2016.