STA
BWP

Summit Trail Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Summit Trail 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
2018
Q2 		– Sell
-75,597
Closed -$596K – 730
2018
Q1 		$596K Buy
75,597
+4,611
+6% +$54.7K 0.1% 189
2017
Q4 		$948K Buy
+70,986
New +$1M 0.12% 157

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
TAM Capital Management Stamford, Connecticut $205M AUM 28.94% 1-Year Est. Return

Summit Trail Advisors's BWP Position: Q2 2018 in Review

Summit Trail Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q2 2018, closing a stake of 75,597 shares — an estimated $596K sold.

Summit Trail Advisors first reported a position in BWP in Q4 2017 and held it in 2 quarters. The position peaked at $948K in Q4 2017. 143 funds tracked by Wall St. Rank hold BWP as of Q2 2018.

  • Summit Trail Advisors reported no remaining Boardwalk Pipeline Partners position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 75,597 Boardwalk Pipeline Partners shares in Q2 2018, an estimated $596K.
  • Summit Trail Advisors first reported a position in Boardwalk Pipeline Partners in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Boardwalk Pipeline Partners position peaked at $948K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.