HH
BPL

HWG Holdings’s Buckeye Partners, L.P. BPL Stock Holding History

HWG Holdings’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
-22,676
Closed -$1.45M – 127
2017
Q2 		$1.45M Sell
22,676
-2,896
-11% -$190K 1.55% 17
2017
Q1 		$1.75M Sell
25,572
-2,188
-8% -$149K 2.21% 12
2016
Q4 		$1.84M Sell
27,760
-54,353
-66% -$3.59M 2.49% 9
2016
Q3 		$5.88M Sell
82,113
-62,125
-43% -$4.42M 6.17% 5
2016
Q2 		$10.1M Buy
144,238
+43,469
+43% +$3.05M 9.42% 1
2016
Q1 		$6.85M Buy
+100,769
New +$6.15M 6.13% 3

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 $761B 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