MWM
BPL

MinichMacGregor Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History

MinichMacGregor Wealth Management’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
2018
Q4 		– Sell
-1,060
Closed -$38K – 584
2018
Q3 		$38K Sell
1,060
-114
-10% -$4.08K 0.03% 147
2018
Q2 		$40K Sell
1,174
-15
-1% -$573 0.03% 123
2018
Q1 		$44K Buy
1,189
+38
+3% +$1.85K 0.03% 119
2017
Q4 		$57K Hold
1,151
– – 0.04% 102
2017
Q3 		$65K Buy
1,151
+91
+9% +$5.41K 0.05% 87
2017
Q2 		$67K Buy
1,060
+100
+10% +$6.57K 0.06% 85
2017
Q1 		$65K Buy
960
+200
+26% +$13.6K 0.06% 86
2016
Q4 		$50K Buy
760
+200
+36% +$13.2K 0.05% 105
2016
Q3 		$40K Hold
560
– – 0.04% 133
2016
Q2 		$39K Hold
560
– – 0.04% 131
2016
Q1 		$38K Sell
560
-57
-9% -$3.48K 0.04% 128
2015
Q4 		$47K Buy
+617
New +$40.4K 0.04% 108

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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MinichMacGregor Wealth Management's BPL Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 1,060 shares — an estimated $38K sold.

MinichMacGregor Wealth Management first reported a position in BPL in Q4 2015 and held it in 12 quarters. The position peaked at $67K in Q2 2017. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,060 Buckeye Partners, L.P. shares in Q4 2018, an estimated $38K.
  • MinichMacGregor Wealth Management first reported a position in Buckeye Partners, L.P. in Q4 2015 and held it in 12 quarters.
  • MinichMacGregor Wealth Management's Buckeye Partners, L.P. position peaked at $67K in Q2 2017.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.