SWS Partners’s Boardwalk Pipeline Partners BWP Stock Holding History

SWS Partners’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	-271	Closed	-$3K	–	368
2018 Q1	$3K	Sell	271 -12	-4%	-$142	﹤0.01%	346
2017 Q4	$4K	Buy	+283	New	+$4K	﹤0.01%	347

Other funds holding BWP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

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

SWS Partners's BWP Position: Q2 2018 in Review

SWS Partners sold out of Boardwalk Pipeline Partners (BWP) in Q2 2018, closing a stake of 271 shares — an estimated $3K sold.

SWS Partners first reported a position in BWP in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 143 funds tracked by Wall St. Rank hold BWP as of Q2 2018.

SWS Partners reported no remaining Boardwalk Pipeline Partners position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 271 Boardwalk Pipeline Partners shares in Q2 2018, an estimated $3K.
SWS Partners first reported a position in Boardwalk Pipeline Partners in Q4 2017 and held it in 2 quarters.
SWS Partners's Boardwalk Pipeline Partners position peaked at $4K in Q4 2017.
143 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.