DW
BPL

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
– – 0.51% 34
2015
Q2 		$1.12M Buy
15,093
+13,953
+1,224% +$1.09M 0.64% 34
2015
Q1 		$15.1K Buy
+1,140
New +$85.5K 0.27% 42

Other funds holding BPL

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return