JFS Wealth Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

JFS Wealth Advisors’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
2017 Q2	–	Sell	-300	Closed	-$20K	–	464
2017 Q1	$20K	Hold	300	–	–	0.01%	309
2016 Q4	$20K	Sell	300 -200	-40%	-$13.2K	0.01%	309
2016 Q3	$36K	Buy	500 +100	+25%	+$7.12K	0.01%	272
2016 Q2	$28K	Buy	400 +100	+33%	+$7.01K	0.01%	297
2016 Q1	$20K	Hold	300	–	–	0.01%	322
2015 Q4	$20K	Sell	300 -640	-68%	-$41.9K	0.01%	327
2015 Q3	$56K	Hold	940	–	–	0.02%	201
2015 Q2	$69K	Hold	940	–	–	0.04%	155
2015 Q1	$71K	Sell	940 -100	-10%	-$7.5K	0.03%	151
2014 Q4	$79K	Hold	1,040	–	–	0.01%	143
2014 Q3	$83K	Sell	1,040 -4,800	-82%	-$382K	0.01%	140
2014 Q2	$485K	Buy	5,840 +340	+6%	+$26.6K	0.09%	49
2014 Q1	$413K	Hold	5,500	–	–	0.23%	61
2013 Q4	$391K	Hold	5,500	–	–	0.17%	82
2013 Q3	$360K	Hold	5,500	–	–	0.17%	86
2013 Q2	$386K	Buy	+5,500	New	+$357K	0.19%	68

Other funds holding BPL

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 15.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CCCA

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

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

JFS Wealth Advisors's BPL Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Buckeye Partners, L.P. (BPL) in Q2 2017, closing a stake of 300 shares — an estimated $20K sold.

JFS Wealth Advisors first reported a position in BPL in Q2 2013 and held it in 16 quarters. The position peaked at $485K in Q2 2014. 394 funds tracked by Wall St. Rank hold BPL as of Q2 2017.

JFS Wealth Advisors reported no remaining Buckeye Partners, L.P. position as of Q2 2017 after selling out during the quarter.
JFS Wealth Advisors sold 300 Buckeye Partners, L.P. shares in Q2 2017, an estimated $20K.
JFS Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 16 quarters.
JFS Wealth Advisors's Buckeye Partners, L.P. position peaked at $485K in Q2 2014.
394 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.