IFAM
BPL

Institutional & Family Asset Management’s Buckeye Partners, L.P. BPL Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-4,508
Closed -$158K – 891
2018
Q2 		$158K Sell
4,508
-9,290
-67% -$355K 0.03% 208
2018
Q1 		$516K Sell
13,798
-13,187
-49% -$641K 0.11% 110
2017
Q4 		$1.34M Sell
26,985
-1,730
-6% -$87.9K 0.26% 75
2017
Q3 		$1.64M Buy
+28,715
New +$1.71M 0.33% 72

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's BPL Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 4,508 shares — an estimated $158K sold.

Institutional & Family Asset Management first reported a position in BPL in Q3 2017 and held it in 4 quarters. The position peaked at $1.64M in Q3 2017. 297 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,508 Buckeye Partners, L.P. shares in Q3 2018, an estimated $158K.
  • Institutional & Family Asset Management first reported a position in Buckeye Partners, L.P. in Q3 2017 and held it in 4 quarters.
  • Institutional & Family Asset Management's Buckeye Partners, L.P. position peaked at $1.64M in Q3 2017.
  • 297 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.