GGPS
BPL

Gary Goldberg Planning Services’s Buckeye Partners, L.P. BPL Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$15K Hold
200
– – 0.01% 321
2014
Q3 		$16K Hold
200
– – 0.01% 332
2014
Q2 		$17K Hold
200
– – 0.01% 306
2014
Q1 		$15K Hold
200
– – 0.01% 297
2013
Q4 		$14K Hold
200
– – 0.01% 270
2013
Q3 		$13K Hold
200
– – 0.01% 274
2013
Q2 		$14K Buy
+200
New +$13K 0.01% 275

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gary Goldberg Planning Services's BPL Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Buckeye Partners, L.P. (BPL) position steady in Q4 2014 at 200 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #321.

Gary Goldberg Planning Services first reported a position in BPL in Q2 2013 and has held it in 7 quarters since. The position peaked at $17K in Q2 2014. 363 funds tracked by Wall St. Rank hold BPL as of Q4 2014.

  • Gary Goldberg Planning Services held 200 shares of Buckeye Partners, L.P. worth $15K as of Q4 2014.
  • Gary Goldberg Planning Services left its Buckeye Partners, L.P. share count unchanged in Q4 2014.
  • Buckeye Partners, L.P. made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #321 holding.
  • Gary Goldberg Planning Services first reported a position in Buckeye Partners, L.P. in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Buckeye Partners, L.P. position peaked at $17K in Q2 2014.
  • 363 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.