GIM
BPL

Groesbeck Investment Management’s Buckeye Partners, L.P. BPL Stock Holding History

Groesbeck Investment Management’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
-12,096
Closed -$432K – 104
2018
Q3 		$432K Hold
12,096
– – 0.29% 74
2018
Q2 		$425K Buy
12,096
+1,345
+13% +$51.4K 0.3% 71
2018
Q1 		$402K Buy
10,751
+738
+7% +$35.9K 0.29% 68
2017
Q4 		$496K Buy
10,013
+3,015
+43% +$153K 0.35% 67
2017
Q3 		$399K Buy
6,998
+349
+5% +$20.7K 0.29% 70
2017
Q2 		$425K Hold
6,649
– – 0.31% 65
2017
Q1 		$456K Buy
6,649
+1,277
+24% +$87K 0.34% 65
2016
Q4 		$356K Buy
5,372
+252
+5% +$16.6K 0.28% 71
2016
Q3 		$367K Buy
+5,120
New +$364K 0.27% 82

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Groesbeck Investment Management's BPL Position: Q4 2018 in Review

Groesbeck Investment Management sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 12,096 shares — an estimated $432K sold.

Groesbeck Investment Management first reported a position in BPL in Q3 2016 and held it in 9 quarters. The position peaked at $496K in Q4 2017. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • Groesbeck Investment Management reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Groesbeck Investment Management sold 12,096 Buckeye Partners, L.P. shares in Q4 2018, an estimated $432K.
  • Groesbeck Investment Management first reported a position in Buckeye Partners, L.P. in Q3 2016 and held it in 9 quarters.
  • Groesbeck Investment Management's Buckeye Partners, L.P. position peaked at $496K in Q4 2017.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on Groesbeck Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.