ZIM
BWP

Zacks Investment Management’s Boardwalk Pipeline Partners BWP Stock Holding History

Zacks Investment 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
Q4 		– Sell
-7,232
Closed -$220K – 794
2013
Q3 		$220K Buy
+7,232
New +$222K 0.01% 596

Other funds holding BWP

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Zacks Investment Management's BWP Position: Q4 2013 in Review

Zacks Investment Management sold out of Boardwalk Pipeline Partners (BWP) in Q4 2013, closing a stake of 7,232 shares — an estimated $220K sold.

Zacks Investment Management first reported a position in BWP in Q3 2013 and held it in 1 quarter. The position peaked at $220K in Q3 2013. 211 funds tracked by Wall St. Rank hold BWP as of Q4 2013.

  • Zacks Investment Management reported no remaining Boardwalk Pipeline Partners position as of Q4 2013 after selling out during the quarter.
  • Zacks Investment Management sold 7,232 Boardwalk Pipeline Partners shares in Q4 2013, an estimated $220K.
  • Zacks Investment Management first reported a position in Boardwalk Pipeline Partners in Q3 2013 and held it in 1 quarter.
  • Zacks Investment Management's Boardwalk Pipeline Partners position peaked at $220K in Q3 2013.
  • 211 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q4 2013.

Based on Zacks Investment Management's 13F filing for Q4 2013, filed 13 Feb 2014.