KFS
BPL

KMS Financial Services’s Buckeye Partners, L.P. BPL Stock Holding History

KMS Financial Services’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
2014
Q3 		$468K Sell
5,879
-296
-5% -$23.6K 0.07% 283
2014
Q2 		$513K Sell
6,175
-95
-2% -$7.42K 0.07% 261
2014
Q1 		$471K Buy
6,270
+458
+8% +$33.2K 0.07% 271
2013
Q4 		$413K Buy
5,812
+4
+0.1% +$269 0.07% 305
2013
Q3 		$381K Sell
5,808
-41
-0.7% -$2.83K 0.09% 248
2013
Q2 		$410K Buy
+5,849
New +$380K 0.11% 215

Other funds holding BPL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KMS Financial Services's BPL Position: Q3 2014 in Review

KMS Financial Services reduced its Buckeye Partners, L.P. (BPL) stake by 4.8% in Q3 2014, selling an estimated $23.6K and leaving 5,879 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #283.

KMS Financial Services first reported a position in BPL in Q2 2013 and has held it in 6 quarters since. The position peaked at $513K in Q2 2014. 356 funds tracked by Wall St. Rank hold BPL as of Q3 2014.

  • KMS Financial Services held 5,879 shares of Buckeye Partners, L.P. worth $468K as of Q3 2014.
  • KMS Financial Services sold 296 Buckeye Partners, L.P. shares in Q3 2014, an estimated $23.6K.
  • Buckeye Partners, L.P. made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #283 holding.
  • KMS Financial Services first reported a position in Buckeye Partners, L.P. in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Buckeye Partners, L.P. position peaked at $513K in Q2 2014.
  • 356 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.