KT
BPL

Kanaly Trust’s Buckeye Partners, L.P. BPL Stock Holding History

Kanaly Trust’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 		$75K Hold
1,139
– – 0.02% 243
2016
Q3 		$82K Hold
1,139
– – 0.02% 231
2016
Q2 		$80K Hold
1,139
– – 0.02% 236
2016
Q1 		$77K Hold
1,139
– – 0.02% 231
2015
Q4 		$75K Hold
1,139
– – 0.02% 238
2015
Q3 		$68K Hold
1,139
– – 0.02% 249
2015
Q2 		$84K Hold
1,139
– – 0.02% 241
2015
Q1 		$86K Hold
1,139
– – 0.02% 225
2014
Q4 		$86K Hold
1,139
– – 0.02% 236
2014
Q3 		$91K Hold
1,139
– – 0.02% 237
2014
Q2 		$95K Hold
1,139
– – 0.02% 241
2014
Q1 		$85K Hold
1,139
– – 0.02% 251
2013
Q4 		$81K Buy
+1,139
New +$76.6K 0.02% 260

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kanaly Trust's BPL Position: Q4 2016 in Review

Kanaly Trust held its Buckeye Partners, L.P. (BPL) position steady in Q4 2016 at 1,139 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #243.

Kanaly Trust first reported a position in BPL in Q4 2013 and has held it in 13 quarters since. The position peaked at $95K in Q2 2014. 380 funds tracked by Wall St. Rank hold BPL as of Q4 2016.

  • Kanaly Trust held 1,139 shares of Buckeye Partners, L.P. worth $75K as of Q4 2016.
  • Kanaly Trust left its Buckeye Partners, L.P. share count unchanged in Q4 2016.
  • Buckeye Partners, L.P. made up 0.02% of Kanaly Trust's portfolio in Q4 2016, its #243 holding.
  • Kanaly Trust first reported a position in Buckeye Partners, L.P. in Q4 2013 and has held it in 13 quarters since.
  • Kanaly Trust's Buckeye Partners, L.P. position peaked at $95K in Q2 2014.
  • 380 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.