SSG
BWP

Summit Securities Group’s Boardwalk Pipeline Partners BWP Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-1,600
Closed -$28K – 708
2014
Q4 		$28K Sell
1,600
-5,000
-76% -$84.5K 0.01% 373
2014
Q3 		$123K Buy
+6,600
New +$126K 0.04% 272

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Citigroup
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's BWP Position: Q1 2015 in Review

Summit Securities Group sold out of Boardwalk Pipeline Partners (BWP) in Q1 2015, closing a stake of 1,600 shares — an estimated $28K sold.

Summit Securities Group first reported a position in BWP in Q3 2014 and held it in 2 quarters. The position peaked at $123K in Q3 2014. 160 funds tracked by Wall St. Rank hold BWP as of Q1 2015.

  • Summit Securities Group reported no remaining Boardwalk Pipeline Partners position as of Q1 2015 after selling out during the quarter.
  • Summit Securities Group sold 1,600 Boardwalk Pipeline Partners shares in Q1 2015, an estimated $28K.
  • Summit Securities Group first reported a position in Boardwalk Pipeline Partners in Q3 2014 and held it in 2 quarters.
  • Summit Securities Group's Boardwalk Pipeline Partners position peaked at $123K in Q3 2014.
  • 160 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2015.

Based on Summit Securities Group's 13F filing for Q1 2015, filed 22 Apr 2015.