Edgemoor Investment Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Edgemoor Investment 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
2018 Q3	–	Sell	-12,630	Closed	-$444K	–	141
2018 Q2	$444K	Sell	12,630 -2,150	-15%	-$82.1K	0.06%	101
2018 Q1	$553K	Buy	14,780 +400	+3%	+$19.4K	0.07%	96
2017 Q4	$784K	Sell	14,380 -2,125	-13%	-$108K	0.1%	90
2017 Q3	$941K	Sell	16,505 -520	-3%	-$30.9K	0.13%	87
2017 Q2	$1.09M	Sell	17,025 -250	-1%	-$16.4K	0.15%	82
2017 Q1	$1.18M	Hold	17,275	–	–	0.17%	78
2016 Q4	$1.14M	Sell	17,275 -845	-5%	-$55.8K	0.17%	74
2016 Q3	$1.3M	Sell	18,120 -300	-2%	-$21.3K	0.2%	75
2016 Q2	$1.29M	Sell	18,420 -295	-2%	-$20.7K	0.2%	76
2016 Q1	$1.27M	Sell	18,715 -1,550	-8%	-$94.7K	0.2%	79
2015 Q4	$1.34M	Sell	20,265 -1,075	-5%	-$70.4K	0.2%	82
2015 Q3	$1.26M	Buy	21,340 +945	+5%	+$65.6K	0.19%	81
2015 Q2	$1.51M	Hold	20,395	–	–	0.22%	78
2015 Q1	$1.54M	Sell	20,395 -470	-2%	-$35.3K	0.22%	76
2014 Q4	$1.58M	Hold	20,865	–	–	0.23%	72
2014 Q3	$1.66M	Hold	20,865	–	–	0.24%	77
2014 Q2	$1.73M	Hold	20,865	–	–	0.26%	75
2014 Q1	$1.57M	Hold	20,865	–	–	0.25%	75
2013 Q4	$1.48M	Hold	20,865	–	–	0.23%	75
2013 Q3	$1.37M	Sell	20,865 -1,000	-5%	-$69.1K	0.24%	77
2013 Q2	$1.53M	Buy	+21,865	New	+$1.42M	0.27%	79

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

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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Edgemoor Investment Advisors's BPL Position: Q3 2018 in Review

Edgemoor Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 12,630 shares — an estimated $444K sold.

Edgemoor Investment Advisors first reported a position in BPL in Q2 2013 and held it in 21 quarters. The position peaked at $1.73M in Q2 2014. 296 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

Edgemoor Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Edgemoor Investment Advisors sold 12,630 Buckeye Partners, L.P. shares in Q3 2018, an estimated $444K.
Edgemoor Investment Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 21 quarters.
Edgemoor Investment Advisors's Buckeye Partners, L.P. position peaked at $1.73M in Q2 2014.
296 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.