AR
BPL

Advisory Research’s Buckeye Partners, L.P. BPL Stock Holding History

Advisory Research’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
2019
Q3 		– Sell
-305,385
Closed -$12.5M – 394
2019
Q2 		$12.5M Sell
305,385
-24,336
-7% -$918K 0.25% 97
2019
Q1 		$11.2M Buy
+329,721
New +$10.7M 0.22% 98
2018
Q3 		– Sell
-2,139,324
Closed -$75.2M – 401
2018
Q2 		$75.2M Sell
2,139,324
-1,674,405
-44% -$63.9M 1.2% 20
2018
Q1 		$143M Buy
3,813,729
+214,013
+6% +$10.4M 2.56% 5
2017
Q4 		$178M Buy
3,599,716
+243,273
+7% +$12.4M 2.95% 5
2017
Q3 		$191M Buy
3,356,443
+19,853
+0.6% +$1.18M 3.04% 5
2017
Q2 		$213M Buy
3,336,590
+136,450
+4% +$8.97M 3.36% 4
2017
Q1 		$219M Sell
3,200,140
-21,888
-0.7% -$1.49M 3.23% 5
2016
Q4 		$213M Buy
3,222,028
+218,751
+7% +$14.4M 3.17% 5
2016
Q3 		$215M Buy
3,003,277
+62,986
+2% +$4.48M 3.5% 4
2016
Q2 		$207M Sell
2,940,291
-110,403
-4% -$7.74M 3.56% 3
2016
Q1 		$207M Sell
3,050,694
-576,095
-16% -$35.2M 3.92% 2
2015
Q4 		$239M Sell
3,626,789
-224,952
-6% -$14.7M 3.63% 1
2015
Q3 		$228M Sell
3,851,741
-176,171
-4% -$12.2M 3.25% 3
2015
Q2 		$298M Sell
4,027,912
-244,751
-6% -$19.2M 3.38% 4
2015
Q1 		$323M Buy
4,272,663
+41,616
+1% +$3.12M 3.53% 4
2014
Q4 		$320M Buy
4,231,047
+325,408
+8% +$25.1M 3.33% 4
2014
Q3 		$311M Buy
3,905,639
+262,970
+7% +$20.9M 3.01% 3
2014
Q2 		$303M Buy
3,642,669
+49,495
+1% +$3.87M 2.81% 3
2014
Q1 		$270M Buy
3,593,174
+65,858
+2% +$4.78M 2.78% 3
2013
Q4 		$250M Sell
3,527,316
-4,528
-0.1% -$305K 2.58% 3
2013
Q3 		$231M Buy
3,531,844
+1,422,534
+67% +$98.3M 2.49% 5
2013
Q2 		$148M Buy
+2,109,310
New +$137M 1.67% 10

Other funds holding BPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Advisory Research's BPL Position: Q3 2019 in Review

Advisory Research sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 305,385 shares — an estimated $12.5M sold.

Advisory Research first reported a position in BPL in Q2 2013 and held it in 23 quarters. The position peaked at $323M in Q1 2015. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

  • Advisory Research reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 305,385 Buckeye Partners, L.P. shares in Q3 2019, an estimated $12.5M.
  • Advisory Research first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 23 quarters.
  • Advisory Research's Buckeye Partners, L.P. position peaked at $323M in Q1 2015.
  • 274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.