LW
BPL

Linscomb Wealth’s Buckeye Partners, L.P. BPL Stock Holding History

Linscomb Wealth’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
Q4 		– Sell
-6,222
Closed -$222K – 288
2018
Q3 		$222K Sell
6,222
-5,805
-48% -$208K 0.02% 257
2018
Q2 		$423K Sell
12,027
-1,091
-8% -$41.7K 0.04% 190
2018
Q1 		$490K Sell
13,118
-404
-3% -$19.6K 0.04% 170
2017
Q4 		$670K Buy
13,522
+731
+6% +$37.1K 0.06% 148
2017
Q3 		$729K Buy
12,791
+101
+0.8% +$6K 0.06% 137
2017
Q2 		$811K Buy
12,690
+86
+0.7% +$5.65K 0.07% 121
2017
Q1 		$864K Buy
12,604
+78
+0.6% +$5.32K 0.08% 117
2016
Q4 		$829K Buy
12,526
+1,432
+13% +$94.5K 0.08% 122
2016
Q3 		$794K Buy
11,094
+173
+2% +$12.3K 0.08% 118
2016
Q2 		$768K Buy
10,921
+70
+0.6% +$4.91K 0.08% 122
2016
Q1 		$737K Buy
10,851
+78
+0.7% +$4.76K 0.08% 124
2015
Q4 		$711K Buy
10,773
+21
+0.2% +$1.38K 0.08% 122
2015
Q3 		$637K Buy
10,752
+65
+0.6% +$4.51K 0.07% 130
2015
Q2 		$790K Buy
10,687
+56
+0.5% +$4.39K 0.09% 126
2015
Q1 		$803K Buy
10,631
+59
+0.6% +$4.43K 0.09% 122
2014
Q4 		$800K Buy
10,572
+552
+6% +$42.5K 0.09% 127
2014
Q3 		$798K Sell
10,020
-446
-4% -$35.5K 0.09% 128
2014
Q2 		$869K Sell
10,466
-148
-1% -$11.6K 0.09% 120
2014
Q1 		$797K Buy
10,614
+1,242
+13% +$90.1K 0.09% 124
2013
Q4 		$666K Buy
9,372
+43
+0.5% +$2.89K 0.08% 127
2013
Q3 		$611K Sell
9,329
-164
-2% -$11.3K 0.08% 125
2013
Q2 		$666K Buy
+9,493
New +$617K 0.09% 115

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
Goldman Sachs
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Linscomb Wealth's BPL Position: Q4 2018 in Review

Linscomb Wealth sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 6,222 shares — an estimated $222K sold.

Linscomb Wealth first reported a position in BPL in Q2 2013 and held it in 22 quarters. The position peaked at $869K in Q2 2014. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • Linscomb Wealth reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Linscomb Wealth sold 6,222 Buckeye Partners, L.P. shares in Q4 2018, an estimated $222K.
  • Linscomb Wealth first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 22 quarters.
  • Linscomb Wealth's Buckeye Partners, L.P. position peaked at $869K in Q2 2014.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on Linscomb Wealth's 13F filing for Q4 2018, filed 8 Feb 2019.