MWR
BPL

McAdams Wright Ragen’s Buckeye Partners, L.P. BPL Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$402K Buy
5,050
+200
+4% +$15.9K 0.02% 296
2014
Q2 		$402K Sell
4,850
-17,300
-78% -$1.35M 0.02% 286
2014
Q1 		$1.66M Buy
22,150
+100
+0.5% +$7.26K 0.1% 147
2013
Q4 		$1.56M Buy
+22,050
New +$1.48M 0.1% 151
2013
Q3 		– Sell
-20,616
Closed -$1.45M – 365
2013
Q2 		$1.45M Buy
+20,616
New +$1.34M 0.12% 142

Other funds holding BPL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return