BRWM
BPL

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

B. Riley 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
2015
Q3 		– Sell
-500
Closed -$36K – 886
2015
Q2 		$36K Sell
500
-2,000
-80% -$157K 0.03% 488
2015
Q1 		$188K Hold
2,500
– – 0.14% 206
2014
Q4 		$189K Sell
2,500
-1,775
-42% -$137K 0.15% 166
2014
Q3 		$340K Buy
+4,275
New +$341K 0.25% 113
2014
Q2 		– Sell
-138
Closed -$10K – 1195
2014
Q1 		$10K Buy
+138
New +$10K 0.01% 770

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

B. Riley Wealth Management's BPL Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q3 2015, closing a stake of 500 shares — an estimated $36K sold.

B. Riley Wealth Management first reported a position in BPL in Q1 2014 and held it in 5 quarters. The position peaked at $340K in Q3 2014. 355 funds tracked by Wall St. Rank hold BPL as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 Buckeye Partners, L.P. shares in Q3 2015, an estimated $36K.
  • B. Riley Wealth Management first reported a position in Buckeye Partners, L.P. in Q1 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's Buckeye Partners, L.P. position peaked at $340K in Q3 2014.
  • 355 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.