CCM
BPL

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

Cadence 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
2019
Q2 		– Sell
-358,461
Closed -$12.2M – 471
2019
Q1 		$12.2M Hold
358,461
– – 1.1% 14
2018
Q4 		$10.4M Buy
358,461
+62,992
+21% +$2M 1.05% 14
2018
Q3 		$10.6M Hold
295,469
– – 0.57% 45
2018
Q2 		$10.4M Buy
295,469
+102,100
+53% +$3.9M 0.61% 40
2018
Q1 		$7.23M Buy
193,369
+22,780
+13% +$1.11M 0.47% 56
2017
Q4 		$8.45M Buy
170,589
+22,920
+16% +$1.16M 0.54% 53
2017
Q3 		$8.42M Buy
+147,669
New +$8.78M 0.53% 56

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AA
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HFA
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UBS Group
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return