KWMG
BPL

King Wealth Management Group’s Buckeye Partners, L.P. BPL Stock Holding History

King Wealth Management Group’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
-13,431
Closed -$480K – 144
2018
Q3 		$480K Sell
13,431
-300
-2% -$10.7K 0.15% 71
2018
Q2 		$483K Sell
13,731
-1,057
-7% -$40.4K 0.17% 68
2018
Q1 		$553K Sell
14,788
-805
-5% -$39.1K 0.2% 63
2017
Q4 		$773K Sell
15,593
-100
-0.6% -$5.08K 0.27% 52
2017
Q3 		$895K Hold
15,693
– – 0.33% 47
2017
Q2 		$1M Sell
15,693
-200
-1% -$13.1K 0.4% 48
2017
Q1 		$1.09M Hold
15,893
– – 0.46% 45
2016
Q4 		$1.05M Buy
15,893
+3,520
+28% +$232K 0.47% 43
2016
Q3 		$886K Buy
12,373
+225
+2% +$16K 0.44% 45
2016
Q2 		$854K Buy
12,148
+280
+2% +$19.6K 0.46% 43
2016
Q1 		$806K Hold
11,868
– – 0.43% 48
2015
Q4 		$783K Sell
11,868
-53
-0.4% -$3.47K 0.43% 51
2015
Q3 		$707K Sell
11,921
-337
-3% -$23.4K 0.43% 46
2015
Q2 		$906K Hold
12,258
– – 0.5% 44
2015
Q1 		$925K Sell
12,258
-6,555
-35% -$492K 0.53% 38
2014
Q4 		$1.42M Buy
+18,813
New +$1.45M 0.76% 35
2014
Q3 		– Sell
-5,035
Closed -$415K – 116
2014
Q2 		$415K Buy
+5,035
New +$394K 0.26% 63

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 $2.78B AUM 20.87% 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

King Wealth Management Group's BPL Position: Q4 2018 in Review

King Wealth Management Group sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 13,431 shares — an estimated $480K sold.

King Wealth Management Group first reported a position in BPL in Q2 2014 and held it in 17 quarters. The position peaked at $1.42M in Q4 2014. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • King Wealth Management Group reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • King Wealth Management Group sold 13,431 Buckeye Partners, L.P. shares in Q4 2018, an estimated $480K.
  • King Wealth Management Group first reported a position in Buckeye Partners, L.P. in Q2 2014 and held it in 17 quarters.
  • King Wealth Management Group's Buckeye Partners, L.P. position peaked at $1.42M in Q4 2014.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on King Wealth Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.