FWM
BPL

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

FFT 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
2017
Q3 		– Sell
-8,682
Closed -$555K – 81
2017
Q2 		$555K Hold
8,682
– – 0.18% 47
2017
Q1 		$595K Sell
8,682
-11,924
-58% -$812K 0.19% 46
2016
Q4 		$1.36M Buy
20,606
+8,682
+73% +$573K 0.31% 39
2016
Q3 		$843K Hold
11,924
– – 0.36% 30
2016
Q2 		$825K Hold
11,924
– – 0.33% 30
2016
Q1 		$810K Hold
11,924
– – 0.35% 28
2015
Q4 		$787K Buy
+11,924
New +$781K 0.63% 28

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 $9.84B AUM 26.47% 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 $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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 $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFT Wealth Management's BPL Position: Q3 2017 in Review

FFT Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q3 2017, closing a stake of 8,682 shares — an estimated $555K sold.

FFT Wealth Management first reported a position in BPL in Q4 2015 and held it in 7 quarters. The position peaked at $1.36M in Q4 2016. 371 funds tracked by Wall St. Rank hold BPL as of Q3 2017.

  • FFT Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 8,682 Buckeye Partners, L.P. shares in Q3 2017, an estimated $555K.
  • FFT Wealth Management first reported a position in Buckeye Partners, L.P. in Q4 2015 and held it in 7 quarters.
  • FFT Wealth Management's Buckeye Partners, L.P. position peaked at $1.36M in Q4 2016.
  • 371 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.