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	–	585
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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return