FANJ
BPL

Financial Architects (New Jersey)’s Buckeye Partners, L.P. BPL Stock Holding History

Financial Architects (New Jersey)’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
-400
Closed -$16K – 1242
2019
Q2 		$16K Sell
400
-1,100
-73% -$41.5K ﹤0.01% 788
2019
Q1 		$51K Hold
1,500
– – 0.01% 601
2018
Q4 		$43K Hold
1,500
– – 0.01% 589
2018
Q3 		$54K Sell
1,500
-100
-6% -$3.58K 0.01% 617
2018
Q2 		$56K Buy
+1,600
New +$61.1K 0.01% 536
2018
Q1 		– Sell
-5,125
Closed -$254K – 1654
2017
Q4 		$254K Buy
5,125
+2,568
+100% +$130K 0.04% 286
2017
Q3 		$146K Sell
2,557
-13
-0.5% -$773 0.03% 415
2017
Q2 		$164K Buy
2,570
+2,410
+1,506% +$158K 0.03% 361
2017
Q1 		$11K Buy
160
+10
+7% +$681 ﹤0.01% 1124
2016
Q4 		$10K Buy
150
+60
+67% +$3.96K ﹤0.01% 1025
2016
Q3 		$6K Hold
90
– – ﹤0.01% 1128
2016
Q2 		$6K Buy
90
+20
+29% +$1.4K ﹤0.01% 1101
2016
Q1 		$5K Buy
+70
New +$4.28K ﹤0.01% 920
2015
Q3 		– Sell
-1,200
Closed -$89K – 1059
2015
Q2 		$89K Hold
1,200
– – 0.03% 323
2015
Q1 		$91K Hold
1,200
– – 0.04% 301
2014
Q4 		$91K Buy
+1,200
New +$92.4K 0.04% 264
2014
Q3 		– Sell
-2,145
Closed -$178K – 998
2014
Q2 		$178K Buy
+2,145
New +$168K 0.09% 157
2013
Q4 		– Sell
-2,110
Closed -$138K – 627
2013
Q3 		$138K Buy
2,110
+11
+0.5% +$760 0.09% 153
2013
Q2 		$147K Buy
+2,099
New +$136K 0.11% 137

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

Financial Architects (New Jersey)'s BPL Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 400 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in BPL in Q2 2013 and held it in 19 quarters. The position peaked at $254K in Q4 2017. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 400 Buckeye Partners, L.P. shares in Q3 2019, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 19 quarters.
  • Financial Architects (New Jersey)'s Buckeye Partners, L.P. position peaked at $254K in Q4 2017.
  • 274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.