SFWA
BWP

Summit Financial Wealth Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Summit Financial Wealth Advisors’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
Q4 		– Sell
-10,022
Closed -$172K – 152
2016
Q3 		$172K Hold
10,022
– – 0.07% 141
2016
Q2 		$175K Sell
10,022
-1,000
-9% -$16.5K 0.07% 139
2016
Q1 		$162K Buy
+11,022
New +$134K 0.07% 132

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Summit Financial Wealth Advisors's BWP Position: Q4 2016 in Review

Summit Financial Wealth Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q4 2016, closing a stake of 10,022 shares — an estimated $172K sold.

Summit Financial Wealth Advisors first reported a position in BWP in Q1 2016 and held it in 3 quarters. The position peaked at $175K in Q2 2016. 162 funds tracked by Wall St. Rank hold BWP as of Q4 2016.

  • Summit Financial Wealth Advisors reported no remaining Boardwalk Pipeline Partners position as of Q4 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 10,022 Boardwalk Pipeline Partners shares in Q4 2016, an estimated $172K.
  • Summit Financial Wealth Advisors first reported a position in Boardwalk Pipeline Partners in Q1 2016 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Boardwalk Pipeline Partners position peaked at $175K in Q2 2016.
  • 162 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.