WSCM
BWP

Wellington Shields Capital Management’s Boardwalk Pipeline Partners BWP Stock Holding History

Wellington Shields Capital Management’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
2013
Q3 		– Sell
-38,900
Closed -$1.18M – 351
2013
Q2 		$1.18M Buy
+38,900
New +$1.17M 0.21% 98

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ClearBridge Investments
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Wellington Shields Capital Management's BWP Position: Q3 2013 in Review

Wellington Shields Capital Management sold out of Boardwalk Pipeline Partners (BWP) in Q3 2013, closing a stake of 38,900 shares — an estimated $1.18M sold.

Wellington Shields Capital Management first reported a position in BWP in Q2 2013 and held it in 1 quarter. The position peaked at $1.18M in Q2 2013. 212 funds tracked by Wall St. Rank hold BWP as of Q3 2013.

  • Wellington Shields Capital Management reported no remaining Boardwalk Pipeline Partners position as of Q3 2013 after selling out during the quarter.
  • Wellington Shields Capital Management sold 38,900 Boardwalk Pipeline Partners shares in Q3 2013, an estimated $1.18M.
  • Wellington Shields Capital Management first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 1 quarter.
  • Wellington Shields Capital Management's Boardwalk Pipeline Partners position peaked at $1.18M in Q2 2013.
  • 212 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2013.

Based on Wellington Shields Capital Management's 13F filing for Q3 2013, filed 15 Nov 2013.