B
BPL

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

Bridgeworth’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
Q3 		– Sell
-145
Closed -$5K – 616
2018
Q2 		$5K Buy
+145
New +$5.54K ﹤0.01% 514
2017
Q2 		– Sell
-3,245
Closed -$221K – 158
2017
Q1 		$221K Buy
+3,245
New +$221K 0.12% 134

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bridgeworth's BPL Position: Q3 2018 in Review

Bridgeworth sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 145 shares — an estimated $5K sold.

Bridgeworth first reported a position in BPL in Q1 2017 and held it in 2 quarters. The position peaked at $221K in Q1 2017. 296 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

  • Bridgeworth reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 145 Buckeye Partners, L.P. shares in Q3 2018, an estimated $5K.
  • Bridgeworth first reported a position in Buckeye Partners, L.P. in Q1 2017 and held it in 2 quarters.
  • Bridgeworth's Buckeye Partners, L.P. position peaked at $221K in Q1 2017.
  • 296 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.