IMS
BPL

Index Management Solutions’s Buckeye Partners, L.P. BPL Stock Holding History

Index Management Solutions’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
2015
Q1 		– Sell
-32,812
Closed -$2.48M – 894
2014
Q4 		$2.48M Buy
32,812
+9,410
+40% +$725K 0.34% 80
2014
Q3 		$1.86M Buy
23,402
+1,587
+7% +$126K 0.21% 95
2014
Q2 		$1.81M Buy
21,815
+2,083
+11% +$163K 0.22% 86
2014
Q1 		$1.48M Sell
19,732
-4,305
-18% -$312K 0.24% 68
2013
Q4 		$1.71M Buy
24,037
+4,134
+21% +$278K 0.43% 32
2013
Q3 		$1.3M Buy
+19,903
New +$1.38M 0.39% 32

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Index Management Solutions's BPL Position: Q1 2015 in Review

Index Management Solutions sold out of Buckeye Partners, L.P. (BPL) in Q1 2015, closing a stake of 32,812 shares — an estimated $2.48M sold.

Index Management Solutions first reported a position in BPL in Q3 2013 and held it in 6 quarters. The position peaked at $2.48M in Q4 2014. 374 funds tracked by Wall St. Rank hold BPL as of Q1 2015.

  • Index Management Solutions reported no remaining Buckeye Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Index Management Solutions sold 32,812 Buckeye Partners, L.P. shares in Q1 2015, an estimated $2.48M.
  • Index Management Solutions first reported a position in Buckeye Partners, L.P. in Q3 2013 and held it in 6 quarters.
  • Index Management Solutions's Buckeye Partners, L.P. position peaked at $2.48M in Q4 2014.
  • 374 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.