Carson Wealth (CWM LLC)
BPL

Carson Wealth (CWM LLC)’s Buckeye Partners, L.P. BPL Stock Holding History

Carson Wealth (CWM LLC)’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
2016
Q1 		– Sell
-100
Closed -$7K – 835
2015
Q4 		$7K Hold
100
– – ﹤0.01% 500
2015
Q3 		$6K Buy
+100
New +$6.94K ﹤0.01% 492

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BPL Position: Q1 2016 in Review

Carson Wealth (CWM LLC) sold out of Buckeye Partners, L.P. (BPL) in Q1 2016, closing a stake of 100 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in BPL in Q3 2015 and held it in 2 quarters. The position peaked at $7K in Q4 2015. 356 funds tracked by Wall St. Rank hold BPL as of Q1 2016.

  • Carson Wealth (CWM LLC) reported no remaining Buckeye Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Buckeye Partners, L.P. shares in Q1 2016, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Buckeye Partners, L.P. in Q3 2015 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Buckeye Partners, L.P. position peaked at $7K in Q4 2015.
  • 356 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2016, filed 18 Apr 2016.