Jones Financial Companies
BPL

Jones Financial Companies’s Buckeye Partners, L.P. BPL Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-300
Closed -$20K – 598
2013
Q3 		$20K Hold
300
– – ﹤0.01% 419
2013
Q2 		$21K Buy
+300
New +$19.5K ﹤0.01% 463

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies's BPL Position: Q4 2013 in Review

Jones Financial Companies sold out of Buckeye Partners, L.P. (BPL) in Q4 2013, closing a stake of 300 shares — an estimated $20K sold.

Jones Financial Companies first reported a position in BPL in Q2 2013 and held it in 2 quarters. The position peaked at $21K in Q2 2013. 319 funds tracked by Wall St. Rank hold BPL as of Q4 2013.

  • Jones Financial Companies reported no remaining Buckeye Partners, L.P. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 300 Buckeye Partners, L.P. shares in Q4 2013, an estimated $20K.
  • Jones Financial Companies first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Buckeye Partners, L.P. position peaked at $21K in Q2 2013.
  • 319 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.