FIM
BPL

Fernwood Investment Management’s Buckeye Partners, L.P. BPL Stock Holding History

Fernwood Investment 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
2017
Q3 		– Sell
-3,200
Closed -$205K – 145
2017
Q2 		$205K Hold
3,200
– – 0.15% 125
2017
Q1 		$219K Hold
3,200
– – 0.17% 117
2016
Q4 		$212K Hold
3,200
– – 0.2% 112
2016
Q3 		$229K Hold
3,200
– – 0.21% 105
2016
Q2 		$225K Hold
3,200
– – 0.22% 103
2016
Q1 		$217K Hold
3,200
– – 0.22% 103
2015
Q4 		$211K Buy
+3,200
New +$210K 0.18% 111
2015
Q3 		– Sell
-3,200
Closed -$237K – 124
2015
Q2 		$237K Hold
3,200
– – 0.19% 95
2015
Q1 		$242K Hold
3,200
– – 0.2% 96
2014
Q4 		$242K Hold
3,200
– – 0.21% 96
2014
Q3 		$255K Buy
3,200
+200
+7% +$15.9K 0.22% 91
2014
Q2 		$249K Sell
3,000
-200
-6% -$15.6K 0.21% 99
2014
Q1 		$240K Hold
3,200
– – 0.22% 98
2013
Q4 		$227K Buy
+3,200
New +$215K 0.15% 128

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 $115B AUM 24.78% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fernwood Investment Management's BPL Position: Q3 2017 in Review

Fernwood Investment Management sold out of Buckeye Partners, L.P. (BPL) in Q3 2017, closing a stake of 3,200 shares — an estimated $205K sold.

Fernwood Investment Management first reported a position in BPL in Q4 2013 and held it in 14 quarters. The position peaked at $255K in Q3 2014. 371 funds tracked by Wall St. Rank hold BPL as of Q3 2017.

  • Fernwood Investment Management reported no remaining Buckeye Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Fernwood Investment Management sold 3,200 Buckeye Partners, L.P. shares in Q3 2017, an estimated $205K.
  • Fernwood Investment Management first reported a position in Buckeye Partners, L.P. in Q4 2013 and held it in 14 quarters.
  • Fernwood Investment Management's Buckeye Partners, L.P. position peaked at $255K in Q3 2014.
  • 371 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2017.

Based on Fernwood Investment Management's 13F filing for Q3 2017, filed 9 Nov 2017.