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	–	880
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 23.41% 1-Year Est. Return

TCA

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

KACA

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

HFA

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCM

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Evercore Wealth Management's BPL Position: Q1 2018 in Review

Evercore Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q1 2018, closing a stake of 533 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in BPL in Q3 2013 and held it in 15 quarters. The position peaked at $38K in Q3 2016. 329 funds tracked by Wall St. Rank hold BPL as of Q1 2018.

Evercore Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 533 Buckeye Partners, L.P. shares in Q1 2018, an estimated $26K.
Evercore Wealth Management first reported a position in Buckeye Partners, L.P. in Q3 2013 and held it in 15 quarters.
Evercore Wealth Management's Buckeye Partners, L.P. position peaked at $38K in Q3 2016.
329 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.