HRIA
BPL

Haberer Registered Investment Advisor’s Buckeye Partners, L.P. BPL Stock Holding History

Haberer Registered Investment Advisor’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
2014
Q4 		– Sell
-500
Closed -$40K – 388
2014
Q3 		$40K Hold
500
– – 0.02% 171
2014
Q2 		$42K Sell
500
-600
-55% -$46.9K 0.02% 176
2014
Q1 		$83K Sell
1,100
-100
-8% -$7.26K 0.04% 124
2013
Q4 		$85K Hold
1,200
– – 0.04% 122
2013
Q3 		$79K Hold
1,200
– – 0.03% 137
2013
Q2 		$84K Buy
+1,200
New +$78K 0.02% 154

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Haberer Registered Investment Advisor's BPL Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of Buckeye Partners, L.P. (BPL) in Q4 2014, closing a stake of 500 shares — an estimated $40K sold.

Haberer Registered Investment Advisor first reported a position in BPL in Q2 2013 and held it in 6 quarters. The position peaked at $85K in Q4 2013. 363 funds tracked by Wall St. Rank hold BPL as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining Buckeye Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 500 Buckeye Partners, L.P. shares in Q4 2014, an estimated $40K.
  • Haberer Registered Investment Advisor first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 6 quarters.
  • Haberer Registered Investment Advisor's Buckeye Partners, L.P. position peaked at $85K in Q4 2013.
  • 363 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.