HT
BPL

Heritage Trust’s Buckeye Partners, L.P. BPL Stock Holding History

Heritage Trust’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
2019
Q1 		– Sell
-700
Closed -$20K – 457
2018
Q4 		$20K Hold
700
– – 0.01% 256
2018
Q3 		$25K Buy
700
+500
+250% +$17.9K 0.01% 251
2018
Q2 		$7K Hold
200
– – ﹤0.01% 333
2018
Q1 		$7K Hold
200
– – ﹤0.01% 311
2017
Q4 		$10K Hold
200
– – ﹤0.01% 287
2017
Q3 		$11K Hold
200
– – ﹤0.01% 277
2017
Q2 		$13K Hold
200
– – 0.01% 252
2017
Q1 		$14K Buy
+200
New +$13.6K 0.01% 248

Other funds holding BPL

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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 $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Heritage Trust's BPL Position: Q1 2019 in Review

Heritage Trust sold out of Buckeye Partners, L.P. (BPL) in Q1 2019, closing a stake of 700 shares — an estimated $20K sold.

Heritage Trust first reported a position in BPL in Q1 2017 and held it in 8 quarters. The position peaked at $25K in Q3 2018. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

  • Heritage Trust reported no remaining Buckeye Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 700 Buckeye Partners, L.P. shares in Q1 2019, an estimated $20K.
  • Heritage Trust first reported a position in Buckeye Partners, L.P. in Q1 2017 and held it in 8 quarters.
  • Heritage Trust's Buckeye Partners, L.P. position peaked at $25K in Q3 2018.
  • 276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.