BC
BPL

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

Burney Company’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
-6,505
Closed -$229K – 484
2018
Q2 		$229K Buy
6,505
+10
+0.2% +$382 0.01% 407
2018
Q1 		$243K Buy
6,495
+185
+3% +$8.99K 0.02% 369
2017
Q4 		$313K Buy
6,310
+190
+3% +$9.65K 0.02% 338
2017
Q3 		$342K Buy
6,120
+75
+1% +$4.46K 0.02% 315
2017
Q2 		$381K Buy
6,045
+1,115
+23% +$73.3K 0.02% 301
2017
Q1 		$338K Buy
4,930
+1,495
+44% +$102K 0.02% 301
2016
Q4 		$227K Hold
3,435
– – 0.02% 355
2016
Q3 		$245K Hold
3,435
– – 0.02% 343
2016
Q2 		$242K Hold
3,435
– – 0.02% 337
2016
Q1 		$233K Sell
3,435
-107
-3% -$6.54K 0.02% 356
2015
Q4 		$224K Buy
3,542
+107
+3% +$7.01K 0.02% 346
2015
Q3 		$204K Hold
3,435
– – 0.02% 353
2015
Q2 		$254K Sell
3,435
-100
-3% -$7.84K 0.02% 356
2015
Q1 		$267K Hold
3,535
– – 0.02% 355
2014
Q4 		$267K Sell
3,535
-380
-10% -$29.3K 0.02% 338
2014
Q3 		$312K Sell
3,915
-248
-6% -$19.8K 0.03% 327
2014
Q2 		$346K Hold
4,163
– – 0.03% 323
2014
Q1 		$312K Sell
4,163
-290
-7% -$21K 0.03% 333
2013
Q4 		$316K Sell
4,453
-80
-2% -$5.38K 0.03% 341
2013
Q3 		$297K Hold
4,533
– – 0.03% 341
2013
Q2 		$318K Buy
+4,533
New +$294K 0.04% 323

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

Burney Company's BPL Position: Q3 2018 in Review

Burney Company sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 6,505 shares — an estimated $229K sold.

Burney Company first reported a position in BPL in Q2 2013 and held it in 21 quarters. The position peaked at $381K in Q2 2017. 296 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

  • Burney Company reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Burney Company sold 6,505 Buckeye Partners, L.P. shares in Q3 2018, an estimated $229K.
  • Burney Company first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 21 quarters.
  • Burney Company's Buckeye Partners, L.P. position peaked at $381K in Q2 2017.
  • 296 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

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