UCFA
BWP

United Capital Financial Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

United Capital 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
2018
Q1 		– Sell
-13,934
Closed -$184K – 1395
2017
Q4 		$184K Sell
13,934
-185,832
-93% -$2.63M ﹤0.01% 1248
2017
Q3 		$2.94M Sell
199,766
-4,634
-2% -$73.4K 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% +$51.3K 0.04% 434
2016
Q3 		$3.59M Hold
209,400
– – 0.03% 451
2016
Q2 		$3.56M Sell
209,400
-7,000
-3% -$116K 0.04% 432
2016
Q1 		$3.19M Sell
216,400
-6,100
-3% -$74.3K 0.04% 433
2015
Q4 		$2.89M Buy
222,500
+2,000
+0.9% +$24.8K 0.03% 465
2015
Q3 		$2.6M Sell
220,500
-15,000
-6% -$204K 0.03% 474
2015
Q2 		$3.42M Buy
235,500
+27,000
+13% +$438K 0.04% 452
2015
Q1 		$3.65M Buy
208,500
+27,300
+15% +$440K 0.04% 410
2014
Q4 		$3.22M Buy
181,200
+2,800
+2% +$47.3K 0.05% 364
2014
Q3 		$3.34M Sell
178,400
-23,000
-11% -$440K 0.06% 317
2014
Q2 		$3.73M Buy
201,400
+117,500
+140% +$1.92M 0.07% 281
2014
Q1 		$1.13M Sell
83,900
-53,085
-39% -$952K 0.02% 455
2013
Q4 		$3.5M Sell
136,985
-775
-0.6% -$21.6K 0.12% 176
2013
Q3 		$4.18M Buy
137,760
+4,000
+3% +$123K 0.13% 165
2013
Q2 		$4.04M Buy
+133,760
New +$4.03M 0.11% 220

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

United Capital Financial Advisors's BWP Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q1 2018, closing a stake of 13,934 shares — an estimated $184K sold.

United Capital Financial Advisors first reported a position in BWP in Q2 2013 and held it in 19 quarters. The position peaked at $4.18M in Q3 2013. 151 funds tracked by Wall St. Rank hold BWP as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Boardwalk Pipeline Partners position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,934 Boardwalk Pipeline Partners shares in Q1 2018, an estimated $184K.
  • United Capital Financial Advisors first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 19 quarters.
  • United Capital Financial Advisors's Boardwalk Pipeline Partners position peaked at $4.18M in Q3 2013.
  • 151 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.