ECM
BPL

Evergreen Capital Management’s Buckeye Partners, L.P. BPL Stock Holding History

Evergreen Capital 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
Q4 		– Sell
-28,800
Closed -$1.03M – 422
2018
Q3 		$1.03M Sell
28,800
-3,130
-10% -$112K 0.09% 155
2018
Q2 		$1.12M Sell
31,930
-150,815
-83% -$5.76M 0.11% 141
2018
Q1 		$6.83M Buy
182,745
+1,450
+0.8% +$70.5K 0.66% 36
2017
Q4 		$8.98M Sell
181,295
-20,705
-10% -$1.05M 0.91% 26
2017
Q3 		$11.5M Buy
202,000
+26,765
+15% +$1.59M 1.35% 22
2017
Q2 		$11.2M Buy
175,235
+48,585
+38% +$3.19M 1.81% 14
2017
Q1 		$8.68M Sell
126,650
-23,265
-16% -$1.59M 1.81% 15
2016
Q4 		$9.92M Buy
149,915
+5,245
+4% +$346K 1.92% 15
2016
Q3 		$10.4M Sell
144,670
-680
-0.5% -$48.4K 2.04% 13
2016
Q2 		$10.2M Sell
145,350
-1,450
-1% -$102K 2.22% 11
2016
Q1 		$9.97M Sell
146,800
-15,940
-10% -$973K 2.29% 11
2015
Q4 		$10.7M Buy
162,740
+158,740
+3,969% +$10.4M 2.57% 10
2015
Q3 		$238K Hold
4,000
– – 0.06% 81
2015
Q2 		$296K Sell
4,000
-631
-14% -$49.4K 0.07% 79
2015
Q1 		$350K Buy
4,631
+2,000
+76% +$150K 0.08% 86
2014
Q4 		$210K Sell
2,631
-2,000
-43% -$154K 0.04% 98
2014
Q3 		$369K Hold
4,631
– – 0.07% 82
2014
Q2 		$385K Buy
+4,631
New +$362K 0.08% 81
2013
Q4 		– Sell
-3,246
Closed -$213K – 110
2013
Q3 		$213K Hold
3,246
– – 0.03% 114
2013
Q2 		$227K Buy
+3,246
New +$211K 0.03% 114

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evergreen Capital Management's BPL Position: Q4 2018 in Review

Evergreen Capital Management sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 28,800 shares — an estimated $1.03M sold.

Evergreen Capital Management first reported a position in BPL in Q2 2013 and held it in 20 quarters. The position peaked at $11.5M in Q3 2017. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • Evergreen Capital Management reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 28,800 Buckeye Partners, L.P. shares in Q4 2018, an estimated $1.03M.
  • Evergreen Capital Management first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 20 quarters.
  • Evergreen Capital Management's Buckeye Partners, L.P. position peaked at $11.5M in Q3 2017.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on Evergreen Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.