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

Lowe Wealth 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
2015 Q3	–	Sell	-900	Closed	-$67K	–	257
2015 Q2	$67K	Hold	900	–	–	0.05%	62
2015 Q1	$68K	Hold	900	–	–	0.05%	60
2014 Q4	$68K	Buy	+900	New	+$69.3K	0.05%	59

Other funds holding BPL

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HFA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lowe Wealth Advisors's BPL Position: Q3 2015 in Review

Lowe Wealth Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2015, closing a stake of 900 shares — an estimated $67K sold.

Lowe Wealth Advisors first reported a position in BPL in Q4 2014 and held it in 3 quarters. The position peaked at $68K in Q1 2015. 355 funds tracked by Wall St. Rank hold BPL as of Q3 2015.

Lowe Wealth Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2015 after selling out during the quarter.
Lowe Wealth Advisors sold 900 Buckeye Partners, L.P. shares in Q3 2015, an estimated $67K.
Lowe Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q4 2014 and held it in 3 quarters.
Lowe Wealth Advisors's Buckeye Partners, L.P. position peaked at $68K in Q1 2015.
355 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2015.

Based on Lowe Wealth Advisors's 13F filing for Q3 2015, filed 4 Dec 2015.