GWM
BPL

Gupta Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History

Gupta Wealth 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
2016
Q1 		$103K Buy
1,522
+1,082
+246% +$66.1K 0.02% 324
2015
Q4 		$29K Hold
440
– – 0.01% 580
2015
Q3 		$26K Sell
440
-400
-48% -$27.8K 0.01% 630
2015
Q2 		$62K Hold
840
– – 0.02% 428
2015
Q1 		$63K Buy
+840
New +$63K 0.02% 369

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's BPL Position: Q1 2016 in Review

Gupta Wealth Management increased its Buckeye Partners, L.P. (BPL) stake by 246% in Q1 2016, buying an estimated $66.1K and bringing the position to 1,522 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #324.

Gupta Wealth Management first reported a position in BPL in Q1 2015 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold BPL as of Q1 2016.

  • Gupta Wealth Management held 1,522 shares of Buckeye Partners, L.P. worth $103K as of Q1 2016.
  • Gupta Wealth Management bought 1,082 Buckeye Partners, L.P. shares in Q1 2016, an estimated $66.1K.
  • Buckeye Partners, L.P. made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #324 holding.
  • Gupta Wealth Management first reported a position in Buckeye Partners, L.P. in Q1 2015 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.