MGIA
BPL

Moneta Group Investment Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-1,000
Closed -$37K – 677
2018
Q1 		$37K Hold
1,000
– – ﹤0.01% 350
2017
Q4 		$50K Buy
+1,000
New +$50.8K 0.01% 273
2015
Q4 		– Sell
-1,000
Closed -$59K – 476
2015
Q3 		$59K Buy
+1,000
New +$69.4K 0.02% 217

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Moneta Group Investment Advisors's BPL Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q2 2018, closing a stake of 1,000 shares — an estimated $37K sold.

Moneta Group Investment Advisors first reported a position in BPL in Q3 2015 and held it in 3 quarters. The position peaked at $59K in Q3 2015. 313 funds tracked by Wall St. Rank hold BPL as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,000 Buckeye Partners, L.P. shares in Q2 2018, an estimated $37K.
  • Moneta Group Investment Advisors first reported a position in Buckeye Partners, L.P. in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Buckeye Partners, L.P. position peaked at $59K in Q3 2015.
  • 313 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.