LSAG
BPL

Lake Street Advisors Group’s Buckeye Partners, L.P. BPL Stock Holding History

Lake Street Advisors 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
Q3 		– Sell
-11,634
Closed -$409K – 323
2018
Q2 		$409K Buy
+11,634
New +$444K 0.04% 180
2018
Q1 		– Sell
-6,601
Closed -$327K – 360
2017
Q4 		$327K Buy
+6,601
New +$335K 0.04% 202

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lake Street Advisors Group's BPL Position: Q3 2018 in Review

Lake Street Advisors Group sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 11,634 shares — an estimated $409K sold.

Lake Street Advisors Group first reported a position in BPL in Q4 2017 and held it in 2 quarters. The position peaked at $409K in Q2 2018. 296 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

  • Lake Street Advisors Group reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 11,634 Buckeye Partners, L.P. shares in Q3 2018, an estimated $409K.
  • Lake Street Advisors Group first reported a position in Buckeye Partners, L.P. in Q4 2017 and held it in 2 quarters.
  • Lake Street Advisors Group's Buckeye Partners, L.P. position peaked at $409K in Q2 2018.
  • 296 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.