BWFM
BPL

Bridgewater Wealth & Financial Management’s Buckeye Partners, L.P. BPL Stock Holding History

Bridgewater Wealth & Financial 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
Q1 		– Sell
-5,275
Closed -$399K – 97
2014
Q4 		$399K Buy
+5,275
New +$406K 0.16% 72

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bridgewater Wealth & Financial Management's BPL Position: Q1 2015 in Review

Bridgewater Wealth & Financial Management sold out of Buckeye Partners, L.P. (BPL) in Q1 2015, closing a stake of 5,275 shares — an estimated $399K sold.

Bridgewater Wealth & Financial Management first reported a position in BPL in Q4 2014 and held it in 1 quarter. The position peaked at $399K in Q4 2014. 374 funds tracked by Wall St. Rank hold BPL as of Q1 2015.

  • Bridgewater Wealth & Financial Management reported no remaining Buckeye Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 5,275 Buckeye Partners, L.P. shares in Q1 2015, an estimated $399K.
  • Bridgewater Wealth & Financial Management first reported a position in Buckeye Partners, L.P. in Q4 2014 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Buckeye Partners, L.P. position peaked at $399K in Q4 2014.
  • 374 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2015, filed 28 Jul 2015.