CA
BPL

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

Callahan 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
2015
Q2 		– Sell
-2,661
Closed -$201K – 113
2015
Q1 		$201K Buy
2,661
+1
+0% +$75 0.06% 111
2014
Q4 		$201K Hold
2,660
– – 0.06% 117
2014
Q3 		$212K Hold
2,660
– – 0.07% 118
2014
Q2 		$221K Buy
+2,660
New +$208K 0.07% 117

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Callahan Advisors's BPL Position: Q2 2015 in Review

Callahan Advisors sold out of Buckeye Partners, L.P. (BPL) in Q2 2015, closing a stake of 2,661 shares — an estimated $201K sold.

Callahan Advisors first reported a position in BPL in Q2 2014 and held it in 4 quarters. The position peaked at $221K in Q2 2014. 366 funds tracked by Wall St. Rank hold BPL as of Q2 2015.

  • Callahan Advisors reported no remaining Buckeye Partners, L.P. position as of Q2 2015 after selling out during the quarter.
  • Callahan Advisors sold 2,661 Buckeye Partners, L.P. shares in Q2 2015, an estimated $201K.
  • Callahan Advisors first reported a position in Buckeye Partners, L.P. in Q2 2014 and held it in 4 quarters.
  • Callahan Advisors's Buckeye Partners, L.P. position peaked at $221K in Q2 2014.
  • 366 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2015.

Based on Callahan Advisors's 13F filing for Q2 2015, filed 28 Jul 2015.