AMIM
BPL

Aull & Monroe Investment Management’s Buckeye Partners, L.P. BPL Stock Holding History

Aull & Monroe Investment 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
2017
Q3 		– Sell
-3,200
Closed -$205K – 134
2017
Q2 		$205K Hold
3,200
– – 0.11% 126
2017
Q1 		$219K Hold
3,200
– – 0.12% 126
2016
Q4 		$212K Hold
3,200
– – 0.12% 123
2016
Q3 		$229K Hold
3,200
– – 0.13% 117
2016
Q2 		$225K Hold
3,200
– – 0.13% 112
2016
Q1 		$217K Hold
3,200
– – 0.13% 114
2015
Q4 		$211K Buy
+3,200
New +$210K 0.13% 119
2015
Q3 		– Sell
-3,200
Closed -$240K – 122
2015
Q2 		$240K Sell
3,200
-200
-6% -$15.7K 0.14% 110
2015
Q1 		$257K Hold
3,400
– – 0.14% 105
2014
Q4 		$257K Hold
3,400
– – 0.14% 106
2014
Q3 		$271K Hold
3,400
– – 0.14% 103
2014
Q2 		$282K Hold
3,400
– – 0.15% 105
2014
Q1 		$255K Sell
3,400
-300
-8% -$21.8K 0.15% 101
2013
Q4 		$263K Buy
+3,700
New +$249K 0.15% 98

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aull & Monroe Investment Management's BPL Position: Q3 2017 in Review

Aull & Monroe Investment Management sold out of Buckeye Partners, L.P. (BPL) in Q3 2017, closing a stake of 3,200 shares — an estimated $205K sold.

Aull & Monroe Investment Management first reported a position in BPL in Q4 2013 and held it in 14 quarters. The position peaked at $282K in Q2 2014. 371 funds tracked by Wall St. Rank hold BPL as of Q3 2017.

  • Aull & Monroe Investment Management reported no remaining Buckeye Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 3,200 Buckeye Partners, L.P. shares in Q3 2017, an estimated $205K.
  • Aull & Monroe Investment Management first reported a position in Buckeye Partners, L.P. in Q4 2013 and held it in 14 quarters.
  • Aull & Monroe Investment Management's Buckeye Partners, L.P. position peaked at $282K in Q2 2014.
  • 371 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2017.

Based on Aull & Monroe Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.