Geneos Wealth Management’s BP Midstream Partners LP Common Units representing Limited Partner Interests BPMP Stock Holding History

Geneos Wealth Management’s Portfolio BPMP Stock Details BPMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-200	Closed	-$2K	–	2608
2019 Q3	$2K	Hold	200	–	–	﹤0.01%	2349
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	2278
2019 Q1	$2K	Hold	200	–	–	﹤0.01%	2279
2018 Q4	$2K	Hold	200	–	–	﹤0.01%	2257
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	2229
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	2010
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	1997
2017 Q4	$4K	Buy	+200	New	+$3.64K	﹤0.01%	1908

Other funds holding BPMP

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCM

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Geneos Wealth Management's BPMP Position: Q4 2019 in Review

Geneos Wealth Management sold out of BP Midstream Partners LP Common Units representing Limited Partner Interests (BPMP) in Q4 2019, closing a stake of 200 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in BPMP in Q4 2017 and held it in 8 quarters. The position peaked at $4K in Q2 2018. 102 funds tracked by Wall St. Rank hold BPMP as of Q4 2019.

Geneos Wealth Management reported no remaining BP Midstream Partners LP Common Units representing Limited Partner Interests position as of Q4 2019 after selling out during the quarter.
Geneos Wealth Management sold 200 BP Midstream Partners LP Common Units representing Limited Partner Interests shares in Q4 2019, an estimated $2K.
Geneos Wealth Management first reported a position in BP Midstream Partners LP Common Units representing Limited Partner Interests in Q4 2017 and held it in 8 quarters.
Geneos Wealth Management's BP Midstream Partners LP Common Units representing Limited Partner Interests position peaked at $4K in Q2 2018.
102 funds tracked by Wall St. Rank held BP Midstream Partners LP Common Units representing Limited Partner Interests as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.