AWMS
BPL

Advocacy Wealth Management Services’s Buckeye Partners, L.P. BPL Stock Holding History

Advocacy Wealth Management Services’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
-200
Closed -$11K – 270
2017
Q3 		$11K Hold
200
– – ﹤0.01% 187
2017
Q2 		$13K Buy
+200
New +$13.1K ﹤0.01% 169
2013
Q3 		$610K Sell
9,303
-450
-5% -$31.1K 1.67% 11
2013
Q2 		$684K Buy
+9,753
New +$634K 2.73% 4

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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

Advocacy Wealth Management Services's BPL Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Buckeye Partners, L.P. (BPL) in Q4 2017, closing a stake of 200 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in BPL in Q2 2013 and held it in 4 quarters. The position peaked at $684K in Q2 2013. 369 funds tracked by Wall St. Rank hold BPL as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining Buckeye Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 Buckeye Partners, L.P. shares in Q4 2017, an estimated $11K.
  • Advocacy Wealth Management Services first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Buckeye Partners, L.P. position peaked at $684K in Q2 2013.
  • 369 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.