TFA
BWP

Transamerica Financial Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

Transamerica Financial 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
2014
Q1 		– Sell
-225
Closed -$6K – 682
2013
Q4 		$6K Buy
225
+4
+2% +$112 ﹤0.01% 496
2013
Q3 		$7K Buy
221
+4
+2% +$123 ﹤0.01% 472
2013
Q2 		$7K Buy
+217
New +$6.53K ﹤0.01% 456

Other funds holding BWP

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Morgan Stanley
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Transamerica Financial Advisors's BWP Position: Q1 2014 in Review

Transamerica Financial Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q1 2014, closing a stake of 225 shares — an estimated $6K sold.

Transamerica Financial Advisors first reported a position in BWP in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q3 2013. 177 funds tracked by Wall St. Rank hold BWP as of Q1 2014.

  • Transamerica Financial Advisors reported no remaining Boardwalk Pipeline Partners position as of Q1 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 225 Boardwalk Pipeline Partners shares in Q1 2014, an estimated $6K.
  • Transamerica Financial Advisors first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 3 quarters.
  • Transamerica Financial Advisors's Boardwalk Pipeline Partners position peaked at $7K in Q3 2013.
  • 177 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2014.

Based on Transamerica Financial Advisors's 13F filing for Q1 2014, filed 15 Apr 2014.