EFS
BPL

Essex Financial Services’s Buckeye Partners, L.P. BPL Stock Holding History

Essex Financial Services’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
2017
Q4 		– Sell
-4,238
Closed -$242K – 297
2017
Q3 		$242K Sell
4,238
-343
-7% -$20.4K 0.06% 237
2017
Q2 		$293K Sell
4,581
-700
-13% -$46K 0.06% 275
2017
Q1 		$362K Sell
5,281
-500
-9% -$34.1K 0.08% 226
2016
Q4 		$382K Buy
5,781
+400
+7% +$26.4K 0.08% 218
2016
Q3 		$385K Sell
5,381
-4,029
-43% -$287K 0.09% 208
2016
Q2 		$662K Hold
9,410
– – 0.16% 140
2016
Q1 		$639K Sell
9,410
-600
-6% -$36.6K 0.16% 144
2015
Q4 		$660K Sell
10,010
-7,130
-42% -$467K 0.16% 146
2015
Q3 		$1.02M Sell
17,140
-586
-3% -$40.7K 0.26% 93
2015
Q2 		$1.31M Sell
17,726
-1,785
-9% -$140K 0.34% 76
2015
Q1 		$1.47M Sell
19,511
-540
-3% -$40.5K 0.38% 66
2014
Q4 		$1.52M Buy
20,051
+6,468
+48% +$498K 0.39% 66
2014
Q3 		$1.08M Sell
13,583
-195
-1% -$15.5K 0.32% 76
2014
Q2 		$1.14M Sell
13,778
-700
-5% -$54.7K 0.34% 73
2014
Q1 		$1.09M Sell
14,478
-1,470
-9% -$107K 0.36% 71
2013
Q4 		$1.13M Sell
15,948
-725
-4% -$48.8K 0.38% 65
2013
Q3 		$1.09K Buy
16,673
+53
+0.3% +$3.66K 0.34% 59
2013
Q2 		$1.17M Buy
+16,620
New +$1.08M 0.41% 55

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 $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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Essex Financial Services's BPL Position: Q4 2017 in Review

Essex Financial Services sold out of Buckeye Partners, L.P. (BPL) in Q4 2017, closing a stake of 4,238 shares — an estimated $242K sold.

Essex Financial Services first reported a position in BPL in Q2 2013 and held it in 18 quarters. The position peaked at $1.52M in Q4 2014. 369 funds tracked by Wall St. Rank hold BPL as of Q4 2017.

  • Essex Financial Services reported no remaining Buckeye Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Essex Financial Services sold 4,238 Buckeye Partners, L.P. shares in Q4 2017, an estimated $242K.
  • Essex Financial Services first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 18 quarters.
  • Essex Financial Services's Buckeye Partners, L.P. position peaked at $1.52M in Q4 2014.
  • 369 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2017.

Based on Essex Financial Services's 13F filing for Q4 2017, filed 7 Feb 2018.