Ancora Family Wealth Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$1.51M	Sell	21,108 -979	-4%	-$69.7K	0.52%	60
2016 Q2	$1.55M	Sell	22,087 -1,182	-5%	-$82.9K	0.59%	51
2016 Q1	$1.58M	Sell	23,269 -2,790	-11%	-$170K	0.64%	50
2015 Q4	$1.72M	Sell	26,059 -5,529	-18%	-$362K	0.74%	43
2015 Q3	$1.87M	Buy	+31,588	New	+$2.19M	0.78%	35

Other funds holding BPL

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Family Wealth Advisors's BPL Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Buckeye Partners, L.P. (BPL) stake by 4.4% in Q3 2016, selling an estimated $69.7K and leaving 21,108 shares worth $1.51M. The position accounts for 0.52% of the portfolio, ranked #60.

Ancora Family Wealth Advisors first reported a position in BPL in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.87M in Q3 2015. 374 funds tracked by Wall St. Rank hold BPL as of Q3 2016.

Ancora Family Wealth Advisors held 21,108 shares of Buckeye Partners, L.P. worth $1.51M as of Q3 2016.
Ancora Family Wealth Advisors sold 979 Buckeye Partners, L.P. shares in Q3 2016, an estimated $69.7K.
Buckeye Partners, L.P. made up 0.52% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #60 holding.
Ancora Family Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Buckeye Partners, L.P. position peaked at $1.87M in Q3 2015.
374 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.