FCH
BPL

Freestone Capital Holdings’s Buckeye Partners, L.P. BPL Stock Holding History

Freestone Capital Holdings’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
Q2 		– Sell
-13,621
Closed -$509K – 395
2018
Q1 		$509K Sell
13,621
-47,608
-78% -$2.31M 0.03% 273
2017
Q4 		$3.03M Sell
61,229
-27,529
-31% -$1.4M 0.21% 123
2017
Q3 		$5.06M Buy
88,758
+10,223
+13% +$608K 0.36% 78
2017
Q2 		$5.02M Buy
78,535
+5,338
+7% +$351K 0.39% 60
2017
Q1 		$5.02M Buy
73,197
+10,436
+17% +$711K 0.39% 54
2016
Q4 		$4.15M Buy
62,761
+3,455
+6% +$228K 0.36% 61
2016
Q3 		$4.25M Buy
59,306
+572
+1% +$40.7K 0.39% 54
2016
Q2 		$4.13M Buy
58,734
+3,413
+6% +$239K 0.4% 52
2016
Q1 		$3.76M Buy
55,321
+28,950
+110% +$1.77M 0.4% 43
2015
Q4 		$1.74M Sell
26,371
-42,507
-62% -$2.78M 0.18% 83
2015
Q3 		$4.08M Buy
+68,878
New +$4.78M 0.45% 35

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return