MWAC
BPL

Mariner Wealth Advisors (Cincinnati)’s Buckeye Partners, L.P. BPL Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2017
Q4 		– Sell
-26,690
Closed -$1.52M – 296
2017
Q3 		$1.52M Sell
26,690
-23,965
-47% -$1.42M 0.1% 105
2017
Q2 		$3.24M Sell
50,655
-1,875
-4% -$123K 0.23% 79
2017
Q1 		$3.6M Buy
52,530
+600
+1% +$40.9K 0.26% 79
2016
Q4 		$3.44M Sell
51,930
-4,150
-7% -$274K 0.27% 78
2016
Q3 		$4.01M Buy
56,080
+5,000
+10% +$356K 0.34% 69
2016
Q2 		$3.59M Buy
51,080
+25,850
+102% +$1.81M 0.32% 72
2016
Q1 		$1.71M Buy
25,230
+9,050
+56% +$553K 0.17% 90
2015
Q4 		$1.07M Buy
+16,180
New +$1.06M 0.1% 104

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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s BPL Position: Q4 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Buckeye Partners, L.P. (BPL) in Q4 2017, closing a stake of 26,690 shares — an estimated $1.52M sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in BPL in Q4 2015 and held it in 8 quarters. The position peaked at $4.01M in Q3 2016. 369 funds tracked by Wall St. Rank hold BPL as of Q4 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Buckeye Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 26,690 Buckeye Partners, L.P. shares in Q4 2017, an estimated $1.52M.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Buckeye Partners, L.P. in Q4 2015 and held it in 8 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Buckeye Partners, L.P. position peaked at $4.01M in Q3 2016.
  • 369 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2017, filed 12 Feb 2018.