BTR Capital Management’s Buckeye Partners, L.P. BPL Stock Holding History

BTR Capital 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
2018 Q1	–	Sell	-4,300	Closed	-$213K	–	150
2017 Q4	$213K	Sell	4,300 -1,200	-22%	-$60.9K	0.04%	144
2017 Q3	$314K	Hold	5,500	–	–	0.06%	115
2017 Q2	$352K	Sell	5,500 -700	-11%	-$46K	0.07%	117
2017 Q1	$425K	Sell	6,200 -1,600	-21%	-$109K	0.09%	109
2016 Q4	$558K	Hold	7,800	–	–	0.13%	100
2016 Q3	$558K	Hold	7,800	–	–	0.13%	100
2016 Q2	$549K	Hold	7,800	–	–	0.13%	107
2016 Q1	$530K	Sell	7,800 -1,000	-11%	-$61.1K	0.12%	109
2015 Q4	$580K	Sell	8,800 -600	-6%	-$39.3K	0.13%	111
2015 Q3	$557K	Buy	+9,400	New	+$652K	0.13%	109

Other funds holding BPL

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return