GWS
BPL

Glassman Wealth Services’s Buckeye Partners, L.P. BPL Stock Holding History

Glassman Wealth 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
2017
Q1 		– Sell
-98
Closed -$6K – 735
2016
Q4 		$6K Buy
+98
New +$6.47K ﹤0.01% 422

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glassman Wealth Services's BPL Position: Q1 2017 in Review

Glassman Wealth Services sold out of Buckeye Partners, L.P. (BPL) in Q1 2017, closing a stake of 98 shares — an estimated $6K sold.

Glassman Wealth Services first reported a position in BPL in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 386 funds tracked by Wall St. Rank hold BPL as of Q1 2017.

  • Glassman Wealth Services reported no remaining Buckeye Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 98 Buckeye Partners, L.P. shares in Q1 2017, an estimated $6K.
  • Glassman Wealth Services first reported a position in Buckeye Partners, L.P. in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's Buckeye Partners, L.P. position peaked at $6K in Q4 2016.
  • 386 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.