HIIFS
BPL

Harel Insurance Investments & Financial Services’s Buckeye Partners, L.P. BPL Stock Holding History

Harel Insurance Investments & Financial 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
2018
Q1 		– Sell
-200
Closed -$10K – 499
2017
Q4 		$10K Hold
200
– – ﹤0.01% 433
2017
Q3 		$11K Hold
200
– – ﹤0.01% 396
2017
Q2 		$13K Hold
200
– – ﹤0.01% 384
2017
Q1 		$14K Buy
+200
New +$13.6K ﹤0.01% 364

Other funds holding BPL

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BPL Position: Q1 2018 in Review

Harel Insurance Investments & Financial Services sold out of Buckeye Partners, L.P. (BPL) in Q1 2018, closing a stake of 200 shares — an estimated $10K sold.

Harel Insurance Investments & Financial Services first reported a position in BPL in Q1 2017 and held it in 4 quarters. The position peaked at $14K in Q1 2017. 328 funds tracked by Wall St. Rank hold BPL as of Q1 2018.

  • Harel Insurance Investments & Financial Services reported no remaining Buckeye Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 200 Buckeye Partners, L.P. shares in Q1 2018, an estimated $10K.
  • Harel Insurance Investments & Financial Services first reported a position in Buckeye Partners, L.P. in Q1 2017 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Buckeye Partners, L.P. position peaked at $14K in Q1 2017.
  • 328 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2018, filed 30 Apr 2018.