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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Foundation Advisors's BPL Position: Q3 2018 in Review

First Foundation Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 17,000 shares — an estimated $598K sold.

First Foundation Advisors first reported a position in BPL in Q1 2014 and held it in 6 quarters. The position peaked at $743K in Q4 2017. 296 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

First Foundation Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
First Foundation Advisors sold 17,000 Buckeye Partners, L.P. shares in Q3 2018, an estimated $598K.
First Foundation Advisors first reported a position in Buckeye Partners, L.P. in Q1 2014 and held it in 6 quarters.
First Foundation Advisors's Buckeye Partners, L.P. position peaked at $743K in Q4 2017.
296 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

Based on First Foundation Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.