Focused Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History

Focused Wealth Management’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	-425	Closed	-$17K	–	817
2019 Q2	$17K	Hold	425	–	–	﹤0.01%	446
2019 Q1	$14K	Hold	425	–	–	﹤0.01%	425
2018 Q4	$12K	Hold	425	–	–	﹤0.01%	441
2018 Q3	$15K	Hold	425	–	–	0.01%	409
2018 Q2	$15K	Hold	425	–	–	0.01%	400
2018 Q1	$16K	Hold	425	–	–	0.01%	415
2017 Q4	$21K	Sell	425 -850	-67%	-$43.2K	0.01%	378
2017 Q3	$73K	Buy	1,275 +850	+200%	+$50.5K	0.02%	192
2017 Q2	$27K	Hold	425	–	–	0.01%	347
2017 Q1	$29K	Hold	425	–	–	0.01%	340
2016 Q4	$28K	Hold	425	–	–	0.01%	339
2016 Q3	$30K	Hold	425	–	–	0.01%	322
2016 Q2	$30K	Hold	425	–	–	0.01%	306
2016 Q1	$29K	Hold	425	–	–	0.02%	254
2015 Q4	$28K	Hold	425	–	–	0.02%	282
2015 Q3	$25K	Hold	425	–	–	0.02%	277
2015 Q2	$31K	Hold	425	–	–	0.02%	258
2015 Q1	$32K	Hold	425	–	–	0.02%	257
2014 Q4	$32K	Hold	425	–	–	0.02%	247
2014 Q3	$34K	Hold	425	–	–	0.03%	247
2014 Q2	$35K	Hold	425	–	–	0.03%	228
2014 Q1	$32K	Hold	425	–	–	0.03%	218
2013 Q4	$30K	Hold	425	–	–	0.03%	229
2013 Q3	$28K	Buy	+425	New	+$29.4K	0.03%	230

Other funds holding BPL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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 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

Focused Wealth Management's BPL Position: Q3 2019 in Review

Focused Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 425 shares — an estimated $17K sold.

Focused Wealth Management first reported a position in BPL in Q3 2013 and held it in 24 quarters. The position peaked at $73K in Q3 2017. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

Focused Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Focused Wealth Management sold 425 Buckeye Partners, L.P. shares in Q3 2019, an estimated $17K.
Focused Wealth Management first reported a position in Buckeye Partners, L.P. in Q3 2013 and held it in 24 quarters.
Focused Wealth Management's Buckeye Partners, L.P. position peaked at $73K in Q3 2017.
274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.