HWA
BPL

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

Heritage Way Advisors’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
2017
Q3 		– Sell
-3,250
Closed -$208K – 64
2017
Q2 		$208K Hold
3,250
– – 0.18% 55
2017
Q1 		$223K Hold
3,250
– – 0.21% 56
2016
Q4 		$215K Buy
+3,250
New +$215K 0.21% 56

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Way Advisors's BPL Position: Q3 2017 in Review

Heritage Way Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2017, closing a stake of 3,250 shares — an estimated $208K sold.

Heritage Way Advisors first reported a position in BPL in Q4 2016 and held it in 3 quarters. The position peaked at $223K in Q1 2017. 371 funds tracked by Wall St. Rank hold BPL as of Q3 2017.

  • Heritage Way Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Heritage Way Advisors sold 3,250 Buckeye Partners, L.P. shares in Q3 2017, an estimated $208K.
  • Heritage Way Advisors first reported a position in Buckeye Partners, L.P. in Q4 2016 and held it in 3 quarters.
  • Heritage Way Advisors's Buckeye Partners, L.P. position peaked at $223K in Q1 2017.
  • 371 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2017.

Based on Heritage Way Advisors's 13F filing for Q3 2017, filed 18 Oct 2017.