EWM
BPL

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

Evermay 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
-4,277
Closed -$212K – 155
2017
Q4 		$212K Buy
+4,277
New +$217K 0.08% 131

Other funds holding BPL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
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
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
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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Evermay Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q1 2018, closing a stake of 4,277 shares — an estimated $212K sold.

Evermay Wealth Management first reported a position in BPL in Q4 2017 and held it in 1 quarter. The position peaked at $212K in Q4 2017. 329 funds tracked by Wall St. Rank hold BPL as of Q1 2018.

  • Evermay Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Evermay Wealth Management sold 4,277 Buckeye Partners, L.P. shares in Q1 2018, an estimated $212K.
  • Evermay Wealth Management first reported a position in Buckeye Partners, L.P. in Q4 2017 and held it in 1 quarter.
  • Evermay Wealth Management's Buckeye Partners, L.P. position peaked at $212K in Q4 2017.
  • 329 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2018.

Based on Evermay Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.