LA
BPL

Legacy Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Legacy Advisors’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
2019
Q2 		– Sell
-1,000
Closed -$34K – 434
2019
Q1 		$34K Buy
+1,000
New +$32.3K 0.01% 243
2018
Q4 		– Sell
-9,500
Closed -$339K – 442
2018
Q3 		$339K Sell
9,500
-2,250
-19% -$80.6K 0.17% 109
2018
Q2 		$413K Buy
11,750
+5,250
+81% +$200K 0.31% 58
2018
Q1 		$252K Sell
6,500
-2,000
-24% -$97.2K 0.19% 72
2017
Q4 		$421K Buy
+8,500
New +$432K 0.41% 37

Other funds holding BPL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Advisors's BPL Position: Q2 2019 in Review

Legacy Advisors sold out of Buckeye Partners, L.P. (BPL) in Q2 2019, closing a stake of 1,000 shares — an estimated $34K sold.

Legacy Advisors first reported a position in BPL in Q4 2017 and held it in 5 quarters. The position peaked at $421K in Q4 2017. 282 funds tracked by Wall St. Rank hold BPL as of Q2 2019.

  • Legacy Advisors reported no remaining Buckeye Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 1,000 Buckeye Partners, L.P. shares in Q2 2019, an estimated $34K.
  • Legacy Advisors first reported a position in Buckeye Partners, L.P. in Q4 2017 and held it in 5 quarters.
  • Legacy Advisors's Buckeye Partners, L.P. position peaked at $421K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.