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

Domani 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
2018 Q2	–	Sell	-14,560	Closed	-$544K	–	104
2018 Q1	$544K	Hold	14,560	–	–	0.23%	51
2017 Q4	$721K	Sell	14,560 -119	-0.8%	-$6.04K	0.32%	40
2017 Q3	$837K	Hold	14,679	–	–	0.36%	40
2017 Q2	$938K	Hold	14,679	–	–	0.39%	40
2017 Q1	$1.01M	Buy	14,679 +119	+0.8%	+$8.11K	0.41%	39
2016 Q4	$963K	Hold	14,560	–	–	0.39%	43
2016 Q3	$1.04M	Sell	14,560 -393	-3%	-$28K	0.4%	44
2016 Q2	$1.05M	Buy	14,953 +360	+2%	+$25.2K	0.41%	44
2016 Q1	$991K	Sell	14,593 -500	-3%	-$30.5K	0.37%	48
2015 Q4	$996K	Hold	15,093	–	–	0.39%	46
2015 Q3	$895K	Hold	15,093	–	–	0.48%	34
2015 Q2	$1.12M	Buy	15,093 +13,953	+1,224%	+$1.09M	0.61%	34
2015 Q1	$15.1K	Buy	+1,140	New	+$85.5K	0.23%	42

Other funds holding BPL

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

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

KACA

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

TCA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

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

HFA

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

Domani Wealth's BPL Position: Q2 2018 in Review

Domani Wealth sold out of Buckeye Partners, L.P. (BPL) in Q2 2018, closing a stake of 14,560 shares — an estimated $544K sold.

Domani Wealth first reported a position in BPL in Q1 2015 and held it in 13 quarters. The position peaked at $1.12M in Q2 2015. 312 funds tracked by Wall St. Rank hold BPL as of Q2 2018.

Domani Wealth reported no remaining Buckeye Partners, L.P. position as of Q2 2018 after selling out during the quarter.
Domani Wealth sold 14,560 Buckeye Partners, L.P. shares in Q2 2018, an estimated $544K.
Domani Wealth first reported a position in Buckeye Partners, L.P. in Q1 2015 and held it in 13 quarters.
Domani Wealth's Buckeye Partners, L.P. position peaked at $1.12M in Q2 2015.
312 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2018.

Based on Domani Wealth's 13F filing for Q2 2018, filed 3 Aug 2018.