BT
BPL

Beacon Trust’s Buckeye Partners, L.P. BPL Stock Holding History

Beacon Trust’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
2014
Q4 		– Sell
-3,000
Closed -$239K – 235
2014
Q3 		$239K Hold
3,000
– – 0.04% 171
2014
Q2 		$249K Hold
3,000
– – 0.04% 169
2014
Q1 		$225K Hold
3,000
– – 0.04% 172
2013
Q4 		$213K Buy
+3,000
New +$202K 0.04% 174
2013
Q3 		– Sell
-3,000
Closed -$210K – 195
2013
Q2 		$210K Buy
+3,000
New +$195K 0.04% 169

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Trust's BPL Position: Q4 2014 in Review

Beacon Trust sold out of Buckeye Partners, L.P. (BPL) in Q4 2014, closing a stake of 3,000 shares — an estimated $239K sold.

Beacon Trust first reported a position in BPL in Q2 2013 and held it in 5 quarters. The position peaked at $249K in Q2 2014. 363 funds tracked by Wall St. Rank hold BPL as of Q4 2014.

  • Beacon Trust reported no remaining Buckeye Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • Beacon Trust sold 3,000 Buckeye Partners, L.P. shares in Q4 2014, an estimated $239K.
  • Beacon Trust first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 5 quarters.
  • Beacon Trust's Buckeye Partners, L.P. position peaked at $249K in Q2 2014.
  • 363 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2014.

Based on Beacon Trust's 13F filing for Q4 2014, filed 30 Jan 2015.