FCI
BPL

Financial Counselors Inc’s Buckeye Partners, L.P. BPL Stock Holding History

Financial Counselors Inc’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
2015
Q3 		– Sell
-3,500
Closed -$259K – 476
2015
Q2 		$259K Buy
3,500
+600
+21% +$47K 0.02% 388
2015
Q1 		$219K Hold
2,900
– – 0.01% 412
2014
Q4 		$219K Sell
2,900
-1,150
-28% -$88.6K 0.01% 404
2014
Q3 		$323K Sell
4,050
-1,240
-23% -$98.8K 0.02% 366
2014
Q2 		$439K Hold
5,290
– – 0.03% 332
2014
Q1 		$397K Buy
+5,290
New +$384K 0.03% 337

Other funds holding BPL

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Counselors Inc's BPL Position: Q3 2015 in Review

Financial Counselors Inc sold out of Buckeye Partners, L.P. (BPL) in Q3 2015, closing a stake of 3,500 shares — an estimated $259K sold.

Financial Counselors Inc first reported a position in BPL in Q1 2014 and held it in 6 quarters. The position peaked at $439K in Q2 2014. 355 funds tracked by Wall St. Rank hold BPL as of Q3 2015.

  • Financial Counselors Inc reported no remaining Buckeye Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • Financial Counselors Inc sold 3,500 Buckeye Partners, L.P. shares in Q3 2015, an estimated $259K.
  • Financial Counselors Inc first reported a position in Buckeye Partners, L.P. in Q1 2014 and held it in 6 quarters.
  • Financial Counselors Inc's Buckeye Partners, L.P. position peaked at $439K in Q2 2014.
  • 355 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2015.

Based on Financial Counselors Inc's 13F filing for Q3 2015, filed 12 Nov 2015.