HCC
BPL

Hirtle Callaghan & Co’s Buckeye Partners, L.P. BPL Stock Holding History

Hirtle Callaghan & Co’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
-1,723
Closed -$110K – 216
2017
Q2 		$110K Hold
1,723
– – 0.02% 36
2017
Q1 		$118K Buy
+1,723
New +$117K 0.02% 36
2015
Q1 		– Sell
-2,106
Closed -$159K – 414
2014
Q4 		$159K Hold
2,106
– – 0.04% 208
2014
Q3 		$168K Hold
2,106
– – 0.03% 202
2014
Q2 		$175K Buy
+2,106
New +$165K 0.02% 247
2014
Q1 		– Sell
-2,106
Closed -$150K – 677
2013
Q4 		$150K Hold
2,106
– – 0.02% 249
2013
Q3 		$138K Buy
+2,106
New +$146K 0.02% 254

Other funds holding BPL

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
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 $121B AUM 27.52% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hirtle Callaghan & Co's BPL Position: Q3 2017 in Review

Hirtle Callaghan & Co sold out of Buckeye Partners, L.P. (BPL) in Q3 2017, closing a stake of 1,723 shares — an estimated $110K sold.

Hirtle Callaghan & Co first reported a position in BPL in Q3 2013 and held it in 7 quarters. The position peaked at $175K in Q2 2014. 371 funds tracked by Wall St. Rank hold BPL as of Q3 2017.

  • Hirtle Callaghan & Co reported no remaining Buckeye Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 1,723 Buckeye Partners, L.P. shares in Q3 2017, an estimated $110K.
  • Hirtle Callaghan & Co first reported a position in Buckeye Partners, L.P. in Q3 2013 and held it in 7 quarters.
  • Hirtle Callaghan & Co's Buckeye Partners, L.P. position peaked at $175K in Q2 2014.
  • 371 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2017, filed 13 Nov 2017.