HB
BPL

Homrich & Berg’s Buckeye Partners, L.P. BPL Stock Holding History

Homrich & Berg’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
Q3 		– Sell
-5,803
Closed -$238K – 359
2019
Q2 		$238K Buy
+5,803
New +$219K 0.01% 316
2018
Q2 		– Sell
-5,704
Closed -$213K – 360
2018
Q1 		$213K Buy
5,704
+836
+17% +$40.6K 0.01% 311
2017
Q4 		$241K Sell
4,868
-218
-4% -$11.1K 0.02% 296
2017
Q3 		$290K Buy
5,086
+748
+17% +$44.5K 0.02% 255
2017
Q2 		$277K Sell
4,338
-3,700
-46% -$243K 0.02% 224
2017
Q1 		$551K Buy
8,038
+4,157
+107% +$283K 0.05% 165
2016
Q4 		$257K Buy
3,881
+438
+13% +$28.9K 0.02% 236
2016
Q3 		$247K Sell
3,443
-120
-3% -$8.54K 0.02% 241
2016
Q2 		$251K Sell
3,563
-12,956
-78% -$908K 0.02% 228
2016
Q1 		$1.12M Buy
16,519
+128
+0.8% +$7.82K 0.11% 67
2015
Q4 		$1.08M Buy
16,391
+9,943
+154% +$651K 0.1% 76
2015
Q3 		$382K Buy
6,448
+1,190
+23% +$82.6K 0.04% 169
2015
Q2 		$389K Hold
5,258
– – 0.04% 180
2015
Q1 		$397K Buy
5,258
+84
+2% +$6.3K 0.04% 167
2014
Q4 		$391K Sell
5,174
-700
-12% -$53.9K 0.04% 166
2014
Q3 		$468K Sell
5,874
-143
-2% -$11.4K 0.05% 159
2014
Q2 		$500K Buy
6,017
+230
+4% +$18K 0.06% 131
2014
Q1 		$434K Buy
5,787
+185
+3% +$13.4K 0.06% 134
2013
Q4 		$398K Buy
+5,602
New +$377K 0.06% 133
2013
Q3 		– Sell
-5,257
Closed -$369K – 160
2013
Q2 		$369K Buy
+5,257
New +$341K 0.07% 107

Other funds holding BPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Homrich & Berg's BPL Position: Q3 2019 in Review

Homrich & Berg sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 5,803 shares — an estimated $238K sold.

Homrich & Berg first reported a position in BPL in Q2 2013 and held it in 20 quarters. The position peaked at $1.12M in Q1 2016. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

  • Homrich & Berg reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Homrich & Berg sold 5,803 Buckeye Partners, L.P. shares in Q3 2019, an estimated $238K.
  • Homrich & Berg first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 20 quarters.
  • Homrich & Berg's Buckeye Partners, L.P. position peaked at $1.12M in Q1 2016.
  • 274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on Homrich & Berg's 13F filing for Q3 2019, filed 5 Nov 2019.