AWM
BPL

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

Aevitas Wealth Management’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
Q2 		– Sell
-1,434
Closed -$48K – 390
2019
Q1 		$48K Buy
1,434
+31
+2% +$1K 0.04% 195
2018
Q4 		$41K Buy
1,403
+32
+2% +$1.02K 0.04% 196
2018
Q3 		$49K Buy
1,371
+47
+4% +$1.68K 0.04% 200
2018
Q2 		$47K Buy
1,324
+41
+3% +$1.56K 0.05% 199
2018
Q1 		$48K Sell
1,283
-766
-37% -$37.2K 0.05% 182
2017
Q4 		$102K Buy
+2,049
New +$104K 0.1% 136

Other funds holding BPL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aevitas Wealth Management's BPL Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q2 2019, closing a stake of 1,434 shares — an estimated $48K sold.

Aevitas Wealth Management first reported a position in BPL in Q4 2017 and held it in 6 quarters. The position peaked at $102K in Q4 2017. 282 funds tracked by Wall St. Rank hold BPL as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,434 Buckeye Partners, L.P. shares in Q2 2019, an estimated $48K.
  • Aevitas Wealth Management first reported a position in Buckeye Partners, L.P. in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Buckeye Partners, L.P. position peaked at $102K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.