Mount Yale Investment Advisors
BPL

Mount Yale Investment Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Mount Yale 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
-1,790
Closed -$67K – 1031
2018
Q1 		$67K Buy
+1,790
New +$87K 0.01% 563

Other funds holding BPL

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Tortoise Capital Advisors
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Mount Yale Investment Advisors's BPL Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q2 2018, closing a stake of 1,790 shares — an estimated $67K sold.

Mount Yale Investment Advisors first reported a position in BPL in Q1 2018 and held it in 1 quarter. The position peaked at $67K in Q1 2018. 312 funds tracked by Wall St. Rank hold BPL as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,790 Buckeye Partners, L.P. shares in Q2 2018, an estimated $67K.
  • Mount Yale Investment Advisors first reported a position in Buckeye Partners, L.P. in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Buckeye Partners, L.P. position peaked at $67K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.