Girard Partners’s Buckeye Partners, L.P. BPL Stock Holding History

Girard Partners’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 Q4	–	Sell	-4,587	Closed	-$163K	–	936
2018 Q3	$163K	Buy	+4,587	New	+$164K	0.03%	267
2018 Q1	–	Sell	-5,050	Closed	-$250K	–	293
2017 Q4	$250K	Buy	+5,050	New	+$256K	0.05%	235
2017 Q2	–	Sell	-3,025	Closed	-$207K	–	272
2017 Q1	$207K	Sell	3,025 -290	-9%	-$19.8K	0.05%	222
2016 Q4	$219K	Sell	3,315 -5	-0.2%	-$330	0.06%	200
2016 Q3	$238K	Buy	3,320 +80	+2%	+$5.69K	0.08%	178
2016 Q2	$228K	Sell	3,240 -150	-4%	-$10.5K	0.09%	176
2016 Q1	$230K	Hold	3,390	–	–	0.1%	166
2015 Q4	$224K	Buy	+3,390	New	+$222K	0.11%	161

Other funds holding BPL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CCM

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Girard Partners's BPL Position: Q4 2018 in Review

Girard Partners sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 4,587 shares — an estimated $163K sold.

Girard Partners first reported a position in BPL in Q4 2015 and held it in 8 quarters. The position peaked at $250K in Q4 2017. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

Girard Partners reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 4,587 Buckeye Partners, L.P. shares in Q4 2018, an estimated $163K.
Girard Partners first reported a position in Buckeye Partners, L.P. in Q4 2015 and held it in 8 quarters.
Girard Partners's Buckeye Partners, L.P. position peaked at $250K in Q4 2017.
264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.