Mogy Joel R Investment Counsel’s Buckeye Partners, L.P. BPL Stock Holding History

Mogy Joel R Investment Counsel’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 Q3	–	Sell	-3,023	Closed	-$223K	–	141
2015 Q2	$223K	Hold	3,023	–	–	0.04%	135
2015 Q1	$228K	Hold	3,023	–	–	0.04%	133
2014 Q4	$229K	Hold	3,023	–	–	0.04%	139
2014 Q3	$241K	Hold	3,023	–	–	0.05%	141
2014 Q2	$251K	Hold	3,023	–	–	0.05%	137
2014 Q1	$227K	Hold	3,023	–	–	0.05%	139
2013 Q4	$215K	Buy	+3,023	New	+$203K	0.05%	140
2013 Q3	–	Sell	-3,023	Closed	-$212K	–	141
2013 Q2	$212K	Buy	+3,023	New	+$196K	0.05%	138

Other funds holding BPL

TCA

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HFA

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

KACA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mogy Joel R Investment Counsel's BPL Position: Q3 2015 in Review

Mogy Joel R Investment Counsel sold out of Buckeye Partners, L.P. (BPL) in Q3 2015, closing a stake of 3,023 shares — an estimated $223K sold.

Mogy Joel R Investment Counsel first reported a position in BPL in Q2 2013 and held it in 8 quarters. The position peaked at $251K in Q2 2014. 355 funds tracked by Wall St. Rank hold BPL as of Q3 2015.

Mogy Joel R Investment Counsel reported no remaining Buckeye Partners, L.P. position as of Q3 2015 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 3,023 Buckeye Partners, L.P. shares in Q3 2015, an estimated $223K.
Mogy Joel R Investment Counsel first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 8 quarters.
Mogy Joel R Investment Counsel's Buckeye Partners, L.P. position peaked at $251K in Q2 2014.
355 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2015.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2015, filed 12 Nov 2015.