MSFP
BPL

Mark Sheptoff Financial Planning’s Buckeye Partners, L.P. BPL Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-100
Closed -$8K – 411
2015
Q1 		$8K Hold
100
– – 0.01% 276
2014
Q4 		$8K Hold
100
– – 0.01% 276
2014
Q3 		$8K Hold
100
– – 0.01% 287
2014
Q2 		$8K Hold
100
– – 0.01% 292
2014
Q1 		$8K Buy
+100
New +$7.26K 0.01% 296

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mark Sheptoff Financial Planning's BPL Position: Q2 2015 in Review

Mark Sheptoff Financial Planning sold out of Buckeye Partners, L.P. (BPL) in Q2 2015, closing a stake of 100 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in BPL in Q1 2014 and held it in 5 quarters. The position peaked at $8K in Q1 2015. 366 funds tracked by Wall St. Rank hold BPL as of Q2 2015.

  • Mark Sheptoff Financial Planning reported no remaining Buckeye Partners, L.P. position as of Q2 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Buckeye Partners, L.P. shares in Q2 2015, an estimated $8K.
  • Mark Sheptoff Financial Planning first reported a position in Buckeye Partners, L.P. in Q1 2014 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Buckeye Partners, L.P. position peaked at $8K in Q1 2015.
  • 366 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2015, filed 5 Aug 2015.