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

LVW 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 Q1	–	Hold	0	–	–	–	127
2018 Q4	–	Hold	0	–	–	–	101
2018 Q3	–	Hold	0	–	–	–	83
2018 Q2	–	Hold	0	–	–	–	118
2018 Q1	–	Hold	0	–	–	–	128
2017 Q4	–	Hold	0	–	–	–	109
2017 Q3	–	Sell	-9,050	Closed	-$538K	–	70
2017 Q2	$579K	Buy	+9,050	New	+$595K	0.2%	60
2017 Q1	–	Hold	0	–	–	–	59
2016 Q4	–	Hold	0	–	–	–	63
2016 Q3	–	Hold	0	–	–	–	61
2016 Q2	–	Hold	0	–	–	–	68
2016 Q1	–	Hold	0	–	–	–	67
2015 Q4	–	Hold	0	–	–	–	60
2015 Q3	–	Hold	0	–	–	–	111
2015 Q2	–	Hold	0	–	–	–	139
2015 Q1	–	Hold	0	–	–	–	137
2014 Q4	–	Hold	0	–	–	–	143

Other funds holding BPL

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

HFA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LVW Advisors's BPL Position: Q1 2019 in Review

LVW Advisors held its Buckeye Partners, L.P. (BPL) position steady in Q1 2019 at 0 shares worth $371K. The position accounts for 0.1% of the portfolio, ranked #127.

LVW Advisors first reported a position in BPL in Q2 2017 and has held it in 1 quarter since. The position peaked at $579K in Q2 2017. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

LVW Advisors held 0 shares of Buckeye Partners, L.P. worth $371K as of Q1 2019.
LVW Advisors left its Buckeye Partners, L.P. share count unchanged in Q1 2019.
Buckeye Partners, L.P. made up 0.1% of LVW Advisors's portfolio in Q1 2019, its #127 holding.
LVW Advisors first reported a position in Buckeye Partners, L.P. in Q2 2017 and has held it in 1 quarter since.
LVW Advisors's Buckeye Partners, L.P. position peaked at $579K in Q2 2017.
276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on LVW Advisors's 13F filing for Q1 2019, filed 3 May 2019.