CIA
BPL

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

Choate Investment 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
2016
Q1 		– Sell
-2,700
Closed -$204K – 292
2015
Q4 		$204K Buy
+2,700
New +$177K 0.01% 250
2015
Q2 		– Sell
-2,700
Closed -$204K – 266
2015
Q1 		$204K Hold
2,700
– – 0.01% 243
2014
Q4 		$204K Hold
2,700
– – 0.01% 252
2014
Q3 		$215K Hold
2,700
– – 0.01% 245
2014
Q2 		$224K Hold
2,700
– – 0.01% 251
2014
Q1 		$203K Buy
+2,700
New +$196K 0.01% 262

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choate Investment Advisors's BPL Position: Q1 2016 in Review

Choate Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q1 2016, closing a stake of 2,700 shares — an estimated $204K sold.

Choate Investment Advisors first reported a position in BPL in Q1 2014 and held it in 6 quarters. The position peaked at $224K in Q2 2014. 356 funds tracked by Wall St. Rank hold BPL as of Q1 2016.

  • Choate Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • Choate Investment Advisors sold 2,700 Buckeye Partners, L.P. shares in Q1 2016, an estimated $204K.
  • Choate Investment Advisors first reported a position in Buckeye Partners, L.P. in Q1 2014 and held it in 6 quarters.
  • Choate Investment Advisors's Buckeye Partners, L.P. position peaked at $224K in Q2 2014.
  • 356 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2016.

Based on Choate Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.