Lido Advisors
BPL

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

Lido 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
2018
Q3 		– Sell
-6,250
Closed -$219K – 481
2018
Q2 		$219K Buy
+6,250
New +$239K 0.03% 384
2017
Q1 		– Sell
-4,980
Closed -$329K – 286
2016
Q4 		$329K Buy
+4,980
New +$329K 0.08% 125

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 $2.79B AUM 24.88% 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

Lido Advisors's BPL Position: Q3 2018 in Review

Lido Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 6,250 shares — an estimated $219K sold.

Lido Advisors first reported a position in BPL in Q4 2016 and held it in 2 quarters. The position peaked at $329K in Q4 2016. 296 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

  • Lido Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Lido Advisors sold 6,250 Buckeye Partners, L.P. shares in Q3 2018, an estimated $219K.
  • Lido Advisors first reported a position in Buckeye Partners, L.P. in Q4 2016 and held it in 2 quarters.
  • Lido Advisors's Buckeye Partners, L.P. position peaked at $329K in Q4 2016.
  • 296 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

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