Essex Savings Bank’s Buckeye Partners, L.P. BPL Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-650	Closed	-$26K	–	675
2019 Q2	$26K	Buy	650 +325	+100%	+$12.3K	0.01%	540
2019 Q1	$11K	Sell	325 -274	-46%	-$8.86K	0.01%	500
2018 Q4	$17K	Buy	+599	New	+$19.1K	0.01%	450

Other funds holding BPL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Essex Savings Bank's BPL Position: Q3 2019 in Review

Essex Savings Bank sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 650 shares — an estimated $26K sold.

Essex Savings Bank first reported a position in BPL in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

Essex Savings Bank reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 650 Buckeye Partners, L.P. shares in Q3 2019, an estimated $26K.
Essex Savings Bank first reported a position in Buckeye Partners, L.P. in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Buckeye Partners, L.P. position peaked at $26K in Q2 2019.
274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.