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

Valeo 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 Q2	–	Sell	-1,061	Closed	-$11K	–	1826
2018 Q1	$11K	Buy	1,061 +10	+1%	+$119	﹤0.01%	913
2017 Q4	$14K	Buy	1,051 +7	+0.7%	+$99	﹤0.01%	763
2017 Q3	$15K	Buy	+1,044	New	+$16.5K	﹤0.01%	622

Other funds holding BWP

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCM

TAM Capital Management Stamford, Connecticut $205M AUM 28.94% 1-Year Est. Return

Valeo Financial Advisors's BWP Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q2 2018, closing a stake of 1,061 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in BWP in Q3 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2017. 143 funds tracked by Wall St. Rank hold BWP as of Q2 2018.

Valeo Financial Advisors reported no remaining Boardwalk Pipeline Partners position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 1,061 Boardwalk Pipeline Partners shares in Q2 2018, an estimated $11K.
Valeo Financial Advisors first reported a position in Boardwalk Pipeline Partners in Q3 2017 and held it in 3 quarters.
Valeo Financial Advisors's Boardwalk Pipeline Partners position peaked at $15K in Q3 2017.
143 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.