HWA
BPL

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

Heritage Wealth 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
2019
Q4 		– Sell
-622
Closed -$25K – 731
2019
Q3 		$25K Hold
622
– – ﹤0.01% 333
2019
Q2 		$25.5K Hold
622
– – ﹤0.01% 315
2019
Q1 		$21.2K Hold
622
– – ﹤0.01% 304
2018
Q4 		$18K Hold
622
– – ﹤0.01% 275
2018
Q3 		$22K Buy
+622
New +$22.3K ﹤0.01% 259
2015
Q3 		– Sell
-8,871
Closed -$655K – 84
2015
Q2 		$655K Buy
8,871
+260
+3% +$20.4K 0.54% 33
2015
Q1 		$648K Buy
8,611
+647
+8% +$48.5K 0.53% 32
2014
Q4 		$600K Sell
7,964
-4,043
-34% -$311K 0.54% 35
2014
Q3 		$958K Buy
12,007
+302
+3% +$24.1K 1% 18
2014
Q2 		$968K Buy
11,705
+123
+1% +$9.61K 1.04% 18
2014
Q1 		$873K Buy
11,582
+405
+4% +$29.4K 1.01% 18
2013
Q4 		$795K Buy
+11,177
New +$752K 1% 19

Heritage Wealth Advisors's BPL Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of Buckeye Partners, L.P. (BPL) in Q4 2019, closing a stake of 622 shares — an estimated $25K sold.

Heritage Wealth Advisors first reported a position in BPL in Q4 2013 and held it in 12 quarters. The position peaked at $968K in Q2 2014. 0 funds tracked by Wall St. Rank hold BPL as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining Buckeye Partners, L.P. position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 622 Buckeye Partners, L.P. shares in Q4 2019, an estimated $25K.
  • Heritage Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q4 2013 and held it in 12 quarters.
  • Heritage Wealth Advisors's Buckeye Partners, L.P. position peaked at $968K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.