HL Financial Services’s Buckeye Partners, L.P. BPL Stock Holding History

HL 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
2017 Q4	–	Sell	-3,717	Closed	-$212K	–	715
2017 Q3	$212K	Hold	3,717	–	–	﹤0.01%	642
2017 Q2	$238K	Buy	+3,717	New	+$244K	﹤0.01%	619
2017 Q1	–	Sell	-4,384	Closed	-$290K	–	710
2016 Q4	$290K	Sell	4,384 -186	-4%	-$12.3K	0.01%	562
2016 Q3	$327K	Hold	4,570	–	–	0.01%	516
2016 Q2	$321K	Hold	4,570	–	–	0.01%	523
2016 Q1	$310K	Sell	4,570 -2,000	-30%	-$122K	0.01%	523
2015 Q4	$433K	Hold	6,570	–	–	0.01%	477
2015 Q3	$389K	Hold	6,570	–	–	0.01%	475
2015 Q2	$486K	Buy	6,570 +1,386	+27%	+$109K	0.01%	461
2015 Q1	$391K	Hold	5,184	–	–	0.01%	514
2014 Q4	$392K	Sell	5,184 -55	-1%	-$4.24K	0.01%	490
2014 Q3	$417K	Buy	5,239 +55	+1%	+$4.38K	0.01%	447
2014 Q2	$431K	Hold	5,184	–	–	0.01%	456
2014 Q1	$389K	Hold	5,184	–	–	0.01%	456
2013 Q4	$368K	Buy	5,184 +934	+22%	+$62.8K	0.01%	457
2013 Q3	$279K	Hold	4,250	–	–	0.01%	484
2013 Q2	$298K	Buy	+4,250	New	+$276K	0.01%	432

Other funds holding BPL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return