Lehman Financial Resources’s Buckeye Partners, L.P. BPL Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-200	Closed	-$11K	–	409
2015 Q3	$11K	Hold	200	–	–	0.01%	303
2015 Q2	$14K	Hold	200	–	–	0.01%	285
2015 Q1	$15K	Hold	200	–	–	0.01%	282
2014 Q4	$15K	Hold	200	–	–	0.01%	266
2014 Q3	$16K	Hold	200	–	–	0.01%	264
2014 Q2	$17K	Hold	200	–	–	0.01%	252
2014 Q1	$15K	Hold	200	–	–	0.01%	255
2013 Q4	$14K	Hold	200	–	–	0.01%	254
2013 Q3	$13K	Hold	200	–	–	0.01%	244
2013 Q2	$14K	Buy	+200	New	+$13K	0.01%	210

Other funds holding BPL

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

HFA

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Lehman Financial Resources's BPL Position: Q4 2015 in Review

Lehman Financial Resources sold out of Buckeye Partners, L.P. (BPL) in Q4 2015, closing a stake of 200 shares — an estimated $11K sold.

Lehman Financial Resources first reported a position in BPL in Q2 2013 and held it in 10 quarters. The position peaked at $17K in Q2 2014. 353 funds tracked by Wall St. Rank hold BPL as of Q4 2015.

Lehman Financial Resources reported no remaining Buckeye Partners, L.P. position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 Buckeye Partners, L.P. shares in Q4 2015, an estimated $11K.
Lehman Financial Resources first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Buckeye Partners, L.P. position peaked at $17K in Q2 2014.
353 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.