CA
BPL

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

CapWealth 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
2014
Q4 		– Sell
-3,750
Closed -$299K – 307
2014
Q3 		$299K Buy
3,750
+1,200
+47% +$95.6K 0.07% 74
2014
Q2 		$212K Hold
2,550
– – 0.05% 81
2014
Q1 		$191K Hold
2,550
– – 0.05% 77
2013
Q4 		$181K Sell
2,550
-300
-11% -$20.2K 0.05% 86
2013
Q3 		$187K Hold
2,850
– – 0.05% 87
2013
Q2 		$200K Buy
+2,850
New +$185K 0.06% 86

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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CapWealth Advisors's BPL Position: Q4 2014 in Review

CapWealth Advisors sold out of Buckeye Partners, L.P. (BPL) in Q4 2014, closing a stake of 3,750 shares — an estimated $299K sold.

CapWealth Advisors first reported a position in BPL in Q2 2013 and held it in 6 quarters. The position peaked at $299K in Q3 2014. 363 funds tracked by Wall St. Rank hold BPL as of Q4 2014.

  • CapWealth Advisors reported no remaining Buckeye Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 3,750 Buckeye Partners, L.P. shares in Q4 2014, an estimated $299K.
  • CapWealth Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 6 quarters.
  • CapWealth Advisors's Buckeye Partners, L.P. position peaked at $299K in Q3 2014.
  • 363 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.