BCWM LLC’s Buckeye Partners, L.P. BPL Stock Holding History

BCWM LLC’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
2018 Q4	–	Sell	-49,386	Closed	-$1.76M	–	76
2018 Q3	$1.76M	Buy	49,386 +2,951	+6%	+$106K	0.74%	54
2018 Q2	$1.63M	Sell	46,435 -4,000	-8%	-$153K	0.71%	55
2018 Q1	$1.89M	Buy	50,435 +11,176	+28%	+$543K	0.8%	51
2017 Q4	$1.95M	Buy	39,259 +4,509	+13%	+$229K	0.79%	50
2017 Q3	$1.98M	Buy	34,750 +775	+2%	+$46.1K	0.83%	53
2017 Q2	$2.17M	Buy	+33,975	New	+$2.23M	0.97%	47

Other funds holding BPL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCWM LLC's BPL Position: Q4 2018 in Review

BCWM LLC sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 49,386 shares — an estimated $1.76M sold.

BCWM LLC first reported a position in BPL in Q2 2017 and held it in 6 quarters. The position peaked at $2.17M in Q2 2017. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

BCWM LLC reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
BCWM LLC sold 49,386 Buckeye Partners, L.P. shares in Q4 2018, an estimated $1.76M.
BCWM LLC first reported a position in Buckeye Partners, L.P. in Q2 2017 and held it in 6 quarters.
BCWM LLC's Buckeye Partners, L.P. position peaked at $2.17M in Q2 2017.
264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on BCWM LLC's 13F filing for Q4 2018, filed 14 Feb 2019.