AI
BPL

Atria Investments’s Buckeye Partners, L.P. BPL Stock Holding History

Atria Investments’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
2014
Q2 		– Sell
-26,429
Closed -$1.98M – 473
2014
Q1 		$1.98M Sell
26,429
-298
-1% -$21.6K 0.2% 95
2013
Q4 		$1.9M Buy
26,727
+20,703
+344% +$1.39M 0.19% 106
2013
Q3 		$395K Buy
+6,024
New +$416K 0.04% 317

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Atria Investments's BPL Position: Q2 2014 in Review

Atria Investments sold out of Buckeye Partners, L.P. (BPL) in Q2 2014, closing a stake of 26,429 shares — an estimated $1.98M sold.

Atria Investments first reported a position in BPL in Q3 2013 and held it in 3 quarters. The position peaked at $1.98M in Q1 2014. 351 funds tracked by Wall St. Rank hold BPL as of Q2 2014.

  • Atria Investments reported no remaining Buckeye Partners, L.P. position as of Q2 2014 after selling out during the quarter.
  • Atria Investments sold 26,429 Buckeye Partners, L.P. shares in Q2 2014, an estimated $1.98M.
  • Atria Investments first reported a position in Buckeye Partners, L.P. in Q3 2013 and held it in 3 quarters.
  • Atria Investments's Buckeye Partners, L.P. position peaked at $1.98M in Q1 2014.
  • 351 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2014.

Based on Atria Investments's 13F filing for Q2 2014, filed 21 Jul 2014.