GIA
BPL

GHP Investment Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

GHP Investment 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
2015
Q3 		– Sell
-3,598
Closed -$255K – 284
2015
Q2 		$255K Buy
3,598
+20
+0.6% +$1.57K 0.06% 244
2015
Q1 		$270K Buy
3,578
+200
+6% +$15K 0.07% 232
2014
Q4 		$256K Buy
3,378
+58
+2% +$4.47K 0.07% 232
2014
Q3 		$264K Buy
3,320
+13
+0.4% +$1.04K 0.08% 219
2014
Q2 		$275K Buy
3,307
+12
+0.4% +$938 0.08% 221
2014
Q1 		$247K Buy
3,295
+222
+7% +$16.1K 0.08% 229
2013
Q4 		$218K Sell
3,073
-316
-9% -$21.3K 0.07% 241
2013
Q3 		$222K Buy
3,389
+529
+18% +$36.6K 0.08% 232
2013
Q2 		$201K Buy
+2,860
New +$186K 0.08% 236

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GHP Investment Advisors's BPL Position: Q3 2015 in Review

GHP Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2015, closing a stake of 3,598 shares — an estimated $255K sold.

GHP Investment Advisors first reported a position in BPL in Q2 2013 and held it in 9 quarters. The position peaked at $275K in Q2 2014. 355 funds tracked by Wall St. Rank hold BPL as of Q3 2015.

  • GHP Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • GHP Investment Advisors sold 3,598 Buckeye Partners, L.P. shares in Q3 2015, an estimated $255K.
  • GHP Investment Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 9 quarters.
  • GHP Investment Advisors's Buckeye Partners, L.P. position peaked at $275K in Q2 2014.
  • 355 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2015.

Based on GHP Investment Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.