FSA
BPL

Financial Sense Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Financial Sense Advisors’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
-7,225
Closed -$534K – 117
2015
Q2 		$534K Buy
7,225
+7
+0.1% +$549 0.25% 65
2015
Q1 		$545K Sell
7,218
-179
-2% -$13.4K 0.23% 65
2014
Q4 		$560K Sell
7,397
-4,428
-37% -$341K 0.23% 63
2014
Q3 		$942K Buy
11,825
+2,042
+21% +$163K 0.4% 53
2014
Q2 		$813K Sell
9,783
-4,331
-31% -$338K 0.32% 67
2014
Q1 		$1.06M Buy
14,114
+6,828
+94% +$496K 0.46% 56
2013
Q4 		$517K Buy
7,286
+630
+9% +$42.4K 0.22% 80
2013
Q3 		$436K Sell
6,656
-17,318
-72% -$1.2M 0.19% 90
2013
Q2 		$1.68M Buy
+23,974
New +$1.56M 0.75% 36

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 $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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