Beacon Investment Advisory Services’s Buckeye Partners, L.P. BPL Stock Holding History

Beacon Investment Advisory Services’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
2019 Q1	–	Hold	0	–	–	–	94
2018 Q4	–	Sell	-45,134	Closed	-$1.44M	–	104
2018 Q3	$1.61M	Buy	+45,134	New	+$1.62M	0.16%	100
2018 Q2	–	Sell	-45,134	Closed	-$1.72M	–	104
2018 Q1	$1.69M	Hold	45,134	–	–	0.17%	98
2017 Q4	$2.24M	Sell	45,134 -47,134	-51%	-$2.39M	0.24%	93
2017 Q3	$5.26M	Buy	92,268 +47,134	+104%	+$2.8M	0.45%	64
2017 Q2	$2.88M	Hold	45,134	–	–	0.52%	9
2017 Q1	$3.09M	Hold	45,134	–	–	0.59%	9
2016 Q4	$2.99M	Hold	45,134	–	–	0.58%	7
2016 Q3	$3.23M	Hold	45,134	–	–	0.71%	6
2016 Q2	$3.17M	Hold	45,134	–	–	0.69%	6
2016 Q1	$3.07M	Hold	45,134	–	–	0.66%	6
2015 Q4	$2.98M	Hold	45,134	–	–	0.56%	9
2015 Q3	$2.67M	Hold	45,134	–	–	0.49%	9
2015 Q2	$3.34M	Buy	+45,134	New	+$3.54M	0.53%	8

Other funds holding BPL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HFA

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

CCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Beacon Investment Advisory Services's BPL Position: Q1 2019 in Review

Beacon Investment Advisory Services held its Buckeye Partners, L.P. (BPL) position steady in Q1 2019 at 0 shares worth $1.53M. The position accounts for 0.16% of the portfolio, ranked #94.

Beacon Investment Advisory Services first reported a position in BPL in Q2 2015 and has held it in 13 quarters since. The position peaked at $5.26M in Q3 2017. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

Beacon Investment Advisory Services held 0 shares of Buckeye Partners, L.P. worth $1.53M as of Q1 2019.
Beacon Investment Advisory Services left its Buckeye Partners, L.P. share count unchanged in Q1 2019.
Buckeye Partners, L.P. made up 0.16% of Beacon Investment Advisory Services's portfolio in Q1 2019, its #94 holding.
Beacon Investment Advisory Services first reported a position in Buckeye Partners, L.P. in Q2 2015 and has held it in 13 quarters since.
Beacon Investment Advisory Services's Buckeye Partners, L.P. position peaked at $5.26M in Q3 2017.
276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2019, filed 15 May 2019.