FFA
BPL

First Foundation Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

First Foundation 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
2018
Q3 		– Sell
-17,000
Closed -$598K – 372
2018
Q2 		$598K Buy
17,000
+2,000
+13% +$76.4K 0.04% 201
2018
Q1 		$561K Hold
15,000
– – 0.03% 204
2017
Q4 		$743K Buy
+15,000
New +$762K 0.04% 194
2014
Q4 		– Sell
-4,150
Closed -$331K – 270
2014
Q3 		$331K Buy
4,150
+619
+18% +$49.3K 0.03% 174
2014
Q2 		$293K Buy
3,531
+531
+18% +$41.5K 0.03% 169
2014
Q1 		$225K Buy
+3,000
New +$218K 0.03% 166

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return