EWM
BPL

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

Executive 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
2019
Q3 		– Sell
-2
Closed – – 917
2019
Q2 		$0 Hold
2
– – ﹤0.01% 962
2019
Q1 		$0 Hold
2
– – ﹤0.01% 965
2018
Q4 		$0 Buy
+2
New +$64 ﹤0.01% 922

Other funds holding BPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CS
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Executive Wealth Management's BPL Position: Q3 2019 in Review

Executive Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 2 shares.

Executive Wealth Management first reported a position in BPL in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

  • Executive Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2 Buckeye Partners, L.P. shares in Q3 2019.
  • Executive Wealth Management first reported a position in Buckeye Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Buckeye Partners, L.P. position peaked at $0 in Q2 2019.
  • 274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.