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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return