Bush ODonnell Investment Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Bush ODonnell Investment Advisors’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	-7,220	Closed	-$358K	–	41
2017 Q4	$358K	Sell	7,220 -4,205	-37%	-$214K	0.29%	34
2017 Q3	$651K	Sell	11,425 -693	-6%	-$41.2K	0.5%	27
2017 Q2	$775K	Hold	12,118	–	–	0.48%	28
2017 Q1	$831K	Hold	12,118	–	–	0.52%	28
2016 Q4	$802K	Sell	12,118 -80	-0.7%	-$5.28K	0.54%	30
2016 Q3	$873K	Hold	12,198	–	–	0.58%	27
2016 Q2	$858K	Buy	12,198 +2,150	+21%	+$151K	0.57%	26
2016 Q1	$683K	Hold	10,048	–	–	0.47%	25
2015 Q4	$663K	Buy	10,048 +2,735	+37%	+$179K	0.46%	23
2015 Q3	$433K	Buy	7,313 +1,435	+24%	+$99.6K	0.31%	27
2015 Q2	$435K	Hold	5,878	–	–	0.27%	31
2015 Q1	$444K	Buy	5,878 +365	+7%	+$27.4K	0.26%	32
2014 Q4	$417K	Hold	5,513	–	–	0.22%	33
2014 Q3	$439K	Sell	5,513 -3,355	-38%	-$267K	0.26%	31
2014 Q2	$737K	Sell	8,868 -870	-9%	-$68K	0.41%	30
2014 Q1	$731K	Buy	9,738 +2,075	+27%	+$151K	0.38%	30
2013 Q4	$544K	Sell	7,663 -1,061	-12%	-$71.4K	0.29%	32
2013 Q3	$572K	Sell	8,724 -204	-2%	-$14.1K	0.27%	36
2013 Q2	$626K	Buy	+8,928	New	+$580K	0.31%	34

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

TCA

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

KACA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

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

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

CCM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bush ODonnell Investment Advisors's BPL Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q1 2018, closing a stake of 7,220 shares — an estimated $358K sold.

Bush ODonnell Investment Advisors first reported a position in BPL in Q2 2013 and held it in 19 quarters. The position peaked at $873K in Q3 2016. 328 funds tracked by Wall St. Rank hold BPL as of Q1 2018.

Bush ODonnell Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 7,220 Buckeye Partners, L.P. shares in Q1 2018, an estimated $358K.
Bush ODonnell Investment Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 19 quarters.
Bush ODonnell Investment Advisors's Buckeye Partners, L.P. position peaked at $873K in Q3 2016.
328 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.