Cobiz Wealth’s Buckeye Partners, L.P. BPL Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-70	Closed	-$5K	–	375
2013 Q2	$5K	Buy	+70	New	+$4.55K	﹤0.01%	323

Other funds holding BPL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Cobiz Wealth's BPL Position: Q3 2013 in Review

Cobiz Wealth sold out of Buckeye Partners, L.P. (BPL) in Q3 2013, closing a stake of 70 shares — an estimated $5K sold.

Cobiz Wealth first reported a position in BPL in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 289 funds tracked by Wall St. Rank hold BPL as of Q3 2013.

Cobiz Wealth reported no remaining Buckeye Partners, L.P. position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 70 Buckeye Partners, L.P. shares in Q3 2013, an estimated $5K.
Cobiz Wealth first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Buckeye Partners, L.P. position peaked at $5K in Q2 2013.
289 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.