MDCM
BPL

Morgan Dempsey Capital Management’s Buckeye Partners, L.P. BPL Stock Holding History

Morgan Dempsey Capital 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
2016
Q1 		– Sell
-8,083
Closed -$533K – 189
2015
Q4 		$533K Buy
8,083
+2
+0% +$131 0.2% 99
2015
Q3 		$479K Hold
8,081
– – 0.17% 102
2015
Q2 		$597K Sell
8,081
-120
-1% -$9.4K 0.16% 101
2015
Q1 		$619K Hold
8,201
– – 0.16% 99
2014
Q4 		$620K Sell
8,201
-165
-2% -$12.7K 0.16% 102
2014
Q3 		$666K Buy
8,366
+160
+2% +$12.7K 0.16% 101
2014
Q2 		$682K Hold
8,206
– – 0.15% 92
2014
Q1 		$616K Sell
8,206
-116
-1% -$8.42K 0.15% 94
2013
Q4 		$591K Buy
8,322
+15
+0.2% +$1.01K 0.18% 96
2013
Q3 		$544K Buy
8,307
+15
+0.2% +$1.04K 0.19% 94
2013
Q2 		$582K Buy
+8,292
New +$539K 0.22% 94

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return