Evercore Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-533	Closed	-$26K	–	881
2017 Q4	$26K	Hold	533	–	–	﹤0.01%	684
2017 Q3	$30K	Hold	533	–	–	﹤0.01%	638
2017 Q2	$34K	Hold	533	–	–	﹤0.01%	632
2017 Q1	$37K	Hold	533	–	–	﹤0.01%	648
2016 Q4	$35K	Hold	533	–	–	﹤0.01%	664
2016 Q3	$38K	Hold	533	–	–	﹤0.01%	657
2016 Q2	$37K	Buy	+533	New	+$37.4K	﹤0.01%	642
2015 Q3	–	Sell	-334	Closed	-$25K	–	1079
2015 Q2	$25K	Sell	334 -62	-16%	-$4.86K	﹤0.01%	757
2015 Q1	$30K	Hold	396	–	–	﹤0.01%	718
2014 Q4	$30K	Hold	396	–	–	﹤0.01%	614
2014 Q3	$32K	Hold	396	–	–	﹤0.01%	676
2014 Q2	$33K	Hold	396	–	–	﹤0.01%	665
2014 Q1	$30K	Hold	396	–	–	﹤0.01%	675
2013 Q4	$28K	Hold	396	–	–	﹤0.01%	640
2013 Q3	$26K	Buy	+396	New	+$27.4K	﹤0.01%	646

Other funds holding BPL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return