Integrated Wealth Management (Palm Desert)’s Buckeye Partners, L.P. BPL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-17	Closed	-$1K	–	1160
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	1217
2016 Q2	$1K	Hold	17	–	–	﹤0.01%	1244
2016 Q1	$1K	Buy	17 +1	+6%	+$61	﹤0.01%	1167
2015 Q4	$1K	Sell	16 -200	-93%	-$13.1K	﹤0.01%	1266
2015 Q3	$13K	Hold	216	–	–	0.01%	706
2015 Q2	$16K	Buy	216 +1	+0.5%	+$78	0.01%	678
2015 Q1	$16K	Buy	+215	New	+$16.1K	0.01%	637

Other funds holding BPL

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BPL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Buckeye Partners, L.P. (BPL) in Q4 2016, closing a stake of 17 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BPL in Q1 2015 and held it in 7 quarters. The position peaked at $16K in Q2 2015. 380 funds tracked by Wall St. Rank hold BPL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Buckeye Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 17 Buckeye Partners, L.P. shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Buckeye Partners, L.P. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Buckeye Partners, L.P. position peaked at $16K in Q2 2015.
380 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.