EWA
BPL

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

ERTS 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 		– Sell
-160
Closed -$5K – 331
2018
Q4 		$5K Buy
+160
New +$5.09K ﹤0.01% 275

Other funds holding BPL

OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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 $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

ERTS Wealth Advisors sold out of Buckeye Partners, L.P. (BPL) in Q1 2019, closing a stake of 160 shares — an estimated $5K sold.

ERTS Wealth Advisors first reported a position in BPL in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Buckeye Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 160 Buckeye Partners, L.P. shares in Q1 2019, an estimated $5K.
  • ERTS Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Buckeye Partners, L.P. position peaked at $5K in Q4 2018.
  • 276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.