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

Cypress Wealth 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
2019 Q1	$1.74M	Buy	+51,175	New	+$1.66M	1.99%	15
2018 Q4	–	Sell	-72,300	Closed	-$2.58M	–	88
2018 Q3	$2.58M	Buy	72,300 +19,825	+38%	+$710K	2.71%	9
2018 Q2	$1.84M	Buy	52,475 +13,700	+35%	+$523K	2%	15
2018 Q1	$1.45M	Buy	38,775 +6,500	+20%	+$316K	1.57%	25
2017 Q4	$1.6M	Buy	+32,275	New	+$1.64M	1.53%	21
2017 Q2	–	Sell	-11,475	Closed	-$787K	–	196
2017 Q1	$787K	Sell	11,475 -500	-4%	-$34.1K	0.36%	62
2016 Q4	$792K	Buy	11,975 +50	+0.4%	+$3.3K	0.36%	65
2016 Q3	$854K	Sell	11,925 -1,925	-14%	-$137K	0.39%	58
2016 Q2	$974K	Buy	13,850 +875	+7%	+$61.3K	0.48%	50
2016 Q1	$882K	Buy	12,975 +925	+8%	+$56.5K	0.4%	49
2015 Q4	$795K	Hold	12,050	–	–	0.4%	53
2015 Q3	$714K	Hold	12,050	–	–	0.39%	57
2015 Q2	$891K	Buy	+12,050	New	+$944K	0.52%	51

Other funds holding BPL

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cypress Wealth Advisors's BPL Position: Q1 2019 in Review

Cypress Wealth Advisors opened a new position in Buckeye Partners, L.P. (BPL) in Q1 2019: 51,175 shares worth $1.74M. The stake represents 1.99% of the portfolio and ranks #15 among its holdings. This is a return to the name: Cypress Wealth Advisors previously reported a position in BPL as recently as Q3 2018.

Cypress Wealth Advisors first reported a position in BPL in Q2 2015 and has held it in 13 quarters since. The position peaked at $2.58M in Q3 2018. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

Cypress Wealth Advisors held 51,175 shares of Buckeye Partners, L.P. worth $1.74M as of Q1 2019.
Buckeye Partners, L.P. was a new Cypress Wealth Advisors position in Q1 2019.
Buckeye Partners, L.P. made up 1.99% of Cypress Wealth Advisors's portfolio in Q1 2019, its #15 holding.
Cypress Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q2 2015 and has held it in 13 quarters since.
Cypress Wealth Advisors's Buckeye Partners, L.P. position peaked at $2.58M in Q3 2018.
276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.