ITIM
BPL

Indiana Trust & Investment Management’s Buckeye Partners, L.P. BPL Stock Holding History

Indiana Trust & Investment 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
2014
Q3 		– Sell
-2,570
Closed -$213K – 122
2014
Q2 		$213K Buy
+2,570
New +$201K 0.12% 110
2014
Q1 		– Sell
-350
Closed -$25K – 251
2013
Q4 		$25K Hold
350
– – 0.01% 208
2013
Q3 		$23K Buy
+350
New +$24.2K 0.01% 219

Other funds holding BPL

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 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 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.37T AUM 24.88% 1-Year Est. Return

Indiana Trust & Investment Management's BPL Position: Q3 2014 in Review

Indiana Trust & Investment Management sold out of Buckeye Partners, L.P. (BPL) in Q3 2014, closing a stake of 2,570 shares — an estimated $213K sold.

Indiana Trust & Investment Management first reported a position in BPL in Q3 2013 and held it in 3 quarters. The position peaked at $213K in Q2 2014. 356 funds tracked by Wall St. Rank hold BPL as of Q3 2014.

  • Indiana Trust & Investment Management reported no remaining Buckeye Partners, L.P. position as of Q3 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 2,570 Buckeye Partners, L.P. shares in Q3 2014, an estimated $213K.
  • Indiana Trust & Investment Management first reported a position in Buckeye Partners, L.P. in Q3 2013 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Buckeye Partners, L.P. position peaked at $213K in Q2 2014.
  • 356 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q3 2014, filed 9 Oct 2014.