CWSR
BPL

Chessman Wealth Strategies RIA’s Buckeye Partners, L.P. BPL Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-1,054
Closed -$38K – 194
2018
Q3 		$38K Buy
+1,054
New +$37.7K 0.03% 69

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chessman Wealth Strategies RIA's BPL Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 1,054 shares — an estimated $38K sold.

Chessman Wealth Strategies RIA first reported a position in BPL in Q3 2018 and held it in 1 quarter. The position peaked at $38K in Q3 2018. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 1,054 Buckeye Partners, L.P. shares in Q4 2018, an estimated $38K.
  • Chessman Wealth Strategies RIA first reported a position in Buckeye Partners, L.P. in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Buckeye Partners, L.P. position peaked at $38K in Q3 2018.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.