Baird Financial Group
BPL

Baird Financial Group’s Buckeye Partners, L.P. BPL Stock Holding History

Baird Financial Group’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
Q4 		– Sell
-18,211
Closed -$1.04M – 1309
2017
Q3 		$1.04M Buy
18,211
+751
+4% +$44.6K 0.01% 781
2017
Q2 		$1.12M Buy
17,460
+500
+3% +$32.9K 0.01% 756
2017
Q1 		$1.16M Buy
16,960
+940
+6% +$64K 0.01% 749
2016
Q4 		$1.06M Buy
16,020
+100
+0.6% +$6.6K 0.01% 744
2016
Q3 		$1.14M Buy
15,920
+11,320
+246% +$805K 0.01% 714
2016
Q2 		$340K Buy
+4,600
New +$323K ﹤0.01% 1023
2016
Q1 		– Sell
-6,000
Closed -$396K – 1292
2015
Q4 		$396K Buy
6,000
+725
+14% +$47.5K ﹤0.01% 982
2015
Q3 		$313K Buy
5,275
+135
+3% +$9.37K ﹤0.01% 1047
2015
Q2 		$380K Buy
+5,140
New +$403K ﹤0.01% 1062

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return