IWA
BPL

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

IBEX 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
Q3 		– Sell
-16
Closed – – 433
2019
Q2 		$0 Buy
+16
New +$604 ﹤0.01% 437
2017
Q1 		– Sell
-18,450
Closed -$1.19M – 432
2016
Q4 		$1.19M Buy
+18,450
New +$1.22M 0.57% 61

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

IBEX Wealth Advisors's BPL Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 16 shares.

IBEX Wealth Advisors first reported a position in BPL in Q4 2016 and held it in 2 quarters. The position peaked at $1.19M in Q4 2016. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 16 Buckeye Partners, L.P. shares in Q3 2019.
  • IBEX Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Buckeye Partners, L.P. position peaked at $1.19M in Q4 2016.
  • 274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.