IWM
BPL

IHT Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-3,600
Closed -$135K – 1563
2018
Q1 		$135K Buy
3,600
+200
+6% +$9.72K 0.04% 420
2017
Q4 		$179K Buy
3,400
+807
+31% +$41K 0.05% 371
2017
Q3 		$151K Hold
2,593
– – 0.06% 301
2017
Q2 		$2K Buy
2,593
+103
+4% +$6.77K ﹤0.01% 1266
2017
Q1 		$170K Buy
+2,490
New +$170K 0.11% 203

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

IHT Wealth Management's BPL Position: Q2 2018 in Review

IHT Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q2 2018, closing a stake of 3,600 shares — an estimated $135K sold.

IHT Wealth Management first reported a position in BPL in Q1 2017 and held it in 5 quarters. The position peaked at $179K in Q4 2017. 312 funds tracked by Wall St. Rank hold BPL as of Q2 2018.

  • IHT Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 3,600 Buckeye Partners, L.P. shares in Q2 2018, an estimated $135K.
  • IHT Wealth Management first reported a position in Buckeye Partners, L.P. in Q1 2017 and held it in 5 quarters.
  • IHT Wealth Management's Buckeye Partners, L.P. position peaked at $179K in Q4 2017.
  • 312 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.