WFG Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History

WFG 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
2015 Q1	–	Sell	-116	Closed	-$2K	–	2172
2014 Q4	$2K	Sell	116 -1	-0.9%	-$17	﹤0.01%	1902
2014 Q3	$2K	Sell	117 -324	-73%	-$6.2K	﹤0.01%	1920
2014 Q2	$8K	Hold	441	–	–	﹤0.01%	1562
2014 Q1	$6K	Sell	441 -13,633	-97%	-$244K	﹤0.01%	1604
2013 Q4	$359K	Buy	14,074 +37	+0.3%	+$1.03K	0.05%	383
2013 Q3	$426K	Sell	14,037 -21,692	-61%	-$665K	0.07%	313
2013 Q2	$1.08M	Buy	+35,729	New	+$1.08M	0.18%	144

Other funds holding BWP

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's BWP Position: Q1 2015 in Review

WFG Advisors sold out of Boardwalk Pipeline Partners (BWP) in Q1 2015, closing a stake of 116 shares — an estimated $2K sold.

WFG Advisors first reported a position in BWP in Q2 2013 and held it in 7 quarters. The position peaked at $1.08M in Q2 2013. 160 funds tracked by Wall St. Rank hold BWP as of Q1 2015.

WFG Advisors reported no remaining Boardwalk Pipeline Partners position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 116 Boardwalk Pipeline Partners shares in Q1 2015, an estimated $2K.
WFG Advisors first reported a position in Boardwalk Pipeline Partners in Q2 2013 and held it in 7 quarters.
WFG Advisors's Boardwalk Pipeline Partners position peaked at $1.08M in Q2 2013.
160 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.