Naples Global Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Naples Global 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 Q1	–	Sell	-5,200	Closed	-$258K	–	297
2017 Q4	$258K	Sell	5,200 -1,550	-23%	-$78.7K	0.08%	256
2017 Q3	$385K	Hold	6,750	–	–	0.13%	207
2017 Q2	$432K	Buy	6,750 +300	+5%	+$19.7K	0.15%	186
2017 Q1	$442K	Hold	6,450	–	–	0.16%	186
2016 Q4	$427K	Buy	6,450 +350	+6%	+$23.1K	0.17%	188
2016 Q3	$437K	Buy	6,100 +250	+4%	+$17.8K	0.17%	184
2016 Q2	$411K	Buy	5,850 +300	+5%	+$21K	0.17%	186
2016 Q1	$377K	Buy	5,550 +675	+14%	+$41.2K	0.16%	194
2015 Q4	$322K	Sell	4,875 -270	-5%	-$17.7K	0.16%	187
2015 Q3	$305K	Buy	5,145 +120	+2%	+$8.33K	0.16%	187
2015 Q2	$372K	Hold	5,025	–	–	0.18%	177
2015 Q1	$379K	Hold	5,025	–	–	0.18%	176
2014 Q4	$380K	Hold	5,025	–	–	0.2%	170
2014 Q3	$400K	Buy	5,025 +700	+16%	+$55.8K	0.24%	159
2014 Q2	$359K	Hold	4,325	–	–	0.21%	177
2014 Q1	$325K	Hold	4,325	–	–	0.2%	191
2013 Q4	$307K	Buy	+4,325	New	+$291K	0.2%	185

Other funds holding BPL

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

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

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

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

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

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

ClearBridge Investments

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

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

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

JP Morgan Chase

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