CT
BPL

Clearstead Trust’s Buckeye Partners, L.P. BPL Stock Holding History

Clearstead Trust’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
Q1 		– Sell
-6,900
Closed -$342K – 205
2017
Q4 		$342K Hold
6,900
– – 0.23% 80
2017
Q3 		$393K Hold
6,900
– – 0.29% 80
2017
Q2 		$116K Hold
6,900
– – 0.09% 121
2017
Q1 		$473K Hold
6,900
– – 0.39% 63
2016
Q4 		$457K Buy
+6,900
New +$455K 0.41% 59

Other funds holding BPL

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Clearstead Trust's BPL Position: Q1 2018 in Review

Clearstead Trust sold out of Buckeye Partners, L.P. (BPL) in Q1 2018, closing a stake of 6,900 shares — an estimated $342K sold.

Clearstead Trust first reported a position in BPL in Q4 2016 and held it in 5 quarters. The position peaked at $473K in Q1 2017. 329 funds tracked by Wall St. Rank hold BPL as of Q1 2018.

  • Clearstead Trust reported no remaining Buckeye Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Clearstead Trust sold 6,900 Buckeye Partners, L.P. shares in Q1 2018, an estimated $342K.
  • Clearstead Trust first reported a position in Buckeye Partners, L.P. in Q4 2016 and held it in 5 quarters.
  • Clearstead Trust's Buckeye Partners, L.P. position peaked at $473K in Q1 2017.
  • 329 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2018.

Based on Clearstead Trust's 13F filing for Q1 2018, filed 15 May 2018.