Joel Isaacson & Co’s Buckeye Partners, L.P. BPL Stock Holding History

Joel Isaacson & Co’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	-2,923	Closed	-$200K	–	184
2017 Q1	$200K	Hold	2,923	–	–	0.04%	166
2016 Q4	$193K	Hold	2,923	–	–	0.04%	155
2016 Q3	$209K	Buy	2,923 +333	+13%	+$23.7K	0.04%	162
2016 Q2	$182K	Buy	2,590 +2,400	+1,263%	+$168K	0.04%	171
2016 Q1	$13K	Hold	190	–	–	﹤0.01%	550
2015 Q4	$13K	Hold	190	–	–	﹤0.01%	523
2015 Q3	$11K	Hold	190	–	–	﹤0.01%	565
2015 Q2	$14K	Hold	190	–	–	﹤0.01%	554
2015 Q1	$14K	Hold	190	–	–	﹤0.01%	541
2014 Q4	$14K	Hold	190	–	–	﹤0.01%	476
2014 Q3	$15K	Hold	190	–	–	﹤0.01%	446
2014 Q2	$16K	Hold	190	–	–	0.01%	433
2014 Q1	$14K	Hold	190	–	–	﹤0.01%	449
2013 Q4	$13K	Hold	190	–	–	﹤0.01%	414
2013 Q3	$12K	Hold	190	–	–	﹤0.01%	396
2013 Q2	$13K	Buy	+190	New	+$12.3K	0.01%	365

Other funds holding BPL

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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 $761B AUM 31.28% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Bank of America

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