United Capital Financial Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,934
| Closed | -$184K | – | 1395 |
|
|
2017
Q4 | $184K | Sell |
13,934
-185,832
| -93% | -$2.45M | ﹤0.01% | 1248 |
|
|
2017
Q3 | $2.94M | Sell |
199,766
-4,634
| -2% | -$68.1K | 0.02% | 495 |
|
|
2017
Q2 | $3.68M | Sell |
204,400
-8,000
| -4% | -$144K | 0.03% | 437 |
|
|
2017
Q1 | $3.89M | Hold |
212,400
| – | – | 0.04% | 420 |
|
|
2016
Q4 | $3.69M | Buy |
212,400
+3,000
| +1% | +$52.1K | 0.04% | 434 |
|
|
2016
Q3 | $3.59M | Hold |
209,400
| – | – | 0.03% | 451 |
|
|
2016
Q2 | $3.56M | Sell |
209,400
-7,000
| -3% | -$119K | 0.04% | 432 |
|
|
2016
Q1 | $3.19M | Sell |
216,400
-6,100
| -3% | -$89.9K | 0.04% | 433 |
|
|
2015
Q4 | $2.89M | Buy |
222,500
+2,000
| +0.9% | +$26K | 0.03% | 465 |
|
|
2015
Q3 | $2.6M | Sell |
220,500
-15,000
| -6% | -$177K | 0.03% | 474 |
|
|
2015
Q2 | $3.42M | Buy |
235,500
+27,000
| +13% | +$392K | 0.04% | 452 |
|
|
2015
Q1 | $3.65M | Buy |
208,500
+27,300
| +15% | +$478K | 0.04% | 410 |
|
|
2014
Q4 | $3.22M | Buy |
181,200
+2,800
| +2% | +$49.8K | 0.05% | 364 |
|
|
2014
Q3 | $3.34M | Sell |
178,400
-23,000
| -11% | -$430K | 0.06% | 317 |
|
|
2014
Q2 | $3.73M | Buy |
201,400
+117,500
| +140% | +$2.17M | 0.07% | 281 |
|
|
2014
Q1 | $1.13M | Sell |
83,900
-53,085
| -39% | -$712K | 0.02% | 455 |
|
|
2013
Q4 | $3.5M | Sell |
136,985
-775
| -0.6% | -$19.8K | 0.12% | 176 |
|
|
2013
Q3 | $4.18M | Buy |
137,760
+4,000
| +3% | +$121K | 0.13% | 165 |
|
|
2013
Q2 | $4.04M | Buy |
+133,760
| New | +$4.04M | 0.11% | 220 |
|