KJWM
BPL

Kiley Juergens Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-150
Closed -$5K – 756
2018
Q3 		$5K Hold
150
– – ﹤0.01% 535
2018
Q2 		$5K Buy
+150
New +$5.73K ﹤0.01% 494
2018
Q1 		– Sell
-150
Closed -$7K – 685
2017
Q4 		$7K Buy
+150
New +$7.62K 0.01% 515

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kiley Juergens Wealth Management's BPL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 150 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in BPL in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 150 Buckeye Partners, L.P. shares in Q4 2018, an estimated $5K.
  • Kiley Juergens Wealth Management first reported a position in Buckeye Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Buckeye Partners, L.P. position peaked at $7K in Q4 2017.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.