UBS AM
BWP

UBS AM’s Boardwalk Pipeline Partners BWP Stock Holding History

UBS AM’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
Q1 		– Sell
-132
Closed -$1.7K – 2686
2017
Q4 		$1.7K Sell
132
-2,513
-95% -$35.5K ﹤0.01% 2556
2017
Q3 		$38.9K Hold
2,645
– – ﹤0.01% 2415
2017
Q2 		$47.6K Hold
2,645
– – ﹤0.01% 2388
2017
Q1 		$48.4K Sell
2,645
-202
-7% -$3.68K ﹤0.01% 2348
2016
Q4 		$49K Buy
+2,847
New +$48.7K ﹤0.01% 2311

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 23.41% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM's BWP Position: Q1 2018 in Review

UBS AM sold out of Boardwalk Pipeline Partners (BWP) in Q1 2018, closing a stake of 132 shares — an estimated $1.7K sold.

UBS AM first reported a position in BWP in Q4 2016 and held it in 5 quarters. The position peaked at $49K in Q4 2016. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2018.

  • UBS AM reported no remaining Boardwalk Pipeline Partners position as of Q1 2018 after selling out during the quarter.
  • UBS AM sold 132 Boardwalk Pipeline Partners shares in Q1 2018, an estimated $1.7K.
  • UBS AM first reported a position in Boardwalk Pipeline Partners in Q4 2016 and held it in 5 quarters.
  • UBS AM's Boardwalk Pipeline Partners position peaked at $49K in Q4 2016.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2018.

Based on UBS AM's 13F filing for Q1 2018, filed 14 May 2018.