UFF
BWP

USA Financial Formulas’s Boardwalk Pipeline Partners BWP Stock Holding History

USA Financial Formulas’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
2017
Q2 		– Sell
-26,518
Closed -$486K – 347
2017
Q1 		$486K Buy
+26,518
New +$483K 0.12% 163

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

USA Financial Formulas's BWP Position: Q2 2017 in Review

USA Financial Formulas sold out of Boardwalk Pipeline Partners (BWP) in Q2 2017, closing a stake of 26,518 shares — an estimated $486K sold.

USA Financial Formulas first reported a position in BWP in Q1 2017 and held it in 1 quarter. The position peaked at $486K in Q1 2017. 165 funds tracked by Wall St. Rank hold BWP as of Q2 2017.

  • USA Financial Formulas reported no remaining Boardwalk Pipeline Partners position as of Q2 2017 after selling out during the quarter.
  • USA Financial Formulas sold 26,518 Boardwalk Pipeline Partners shares in Q2 2017, an estimated $486K.
  • USA Financial Formulas first reported a position in Boardwalk Pipeline Partners in Q1 2017 and held it in 1 quarter.
  • USA Financial Formulas's Boardwalk Pipeline Partners position peaked at $486K in Q1 2017.
  • 165 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2017.

Based on USA Financial Formulas's 13F filing for Q2 2017, filed 23 Aug 2017.