AW
BPL

ACG Wealth’s Buckeye Partners, L.P. BPL Stock Holding History

ACG Wealth’s Portfolio BPL Stock Details BPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,520
Closed -$201K – 349
2017
Q3 		$201K Hold
3,520
– – 0.04% 259
2017
Q2 		$225K Hold
3,520
– – 0.04% 280
2017
Q1 		$241K Buy
3,520
+260
+8% +$17.7K 0.04% 241
2016
Q4 		$216K Buy
+3,260
New +$215K 0.05% 212
2014
Q1 		– Sell
-3,423
Closed -$243K – 196
2013
Q4 		$243K Buy
+3,423
New +$230K 0.06% 157
2013
Q3 		– Sell
-3,400
Closed -$239K – 147
2013
Q2 		$239K Buy
+3,400
New +$221K 0.09% 127

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

ACG Wealth's BPL Position: Q4 2017 in Review

ACG Wealth sold out of Buckeye Partners, L.P. (BPL) in Q4 2017, closing a stake of 3,520 shares — an estimated $201K sold.

ACG Wealth first reported a position in BPL in Q2 2013 and held it in 6 quarters. The position peaked at $243K in Q4 2013. 369 funds tracked by Wall St. Rank hold BPL as of Q4 2017.

  • ACG Wealth reported no remaining Buckeye Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • ACG Wealth sold 3,520 Buckeye Partners, L.P. shares in Q4 2017, an estimated $201K.
  • ACG Wealth first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 6 quarters.
  • ACG Wealth's Buckeye Partners, L.P. position peaked at $243K in Q4 2013.
  • 369 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2017.

Based on ACG Wealth's 13F filing for Q4 2017, filed 8 Feb 2018.