NGA
BPL

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

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Naples Global Advisors's BPL Position: Q1 2018 in Review

Naples Global Advisors sold out of Buckeye Partners, L.P. (BPL) in Q1 2018, closing a stake of 5,200 shares — an estimated $258K sold.

Naples Global Advisors first reported a position in BPL in Q4 2013 and held it in 17 quarters. The position peaked at $442K in Q1 2017. 329 funds tracked by Wall St. Rank hold BPL as of Q1 2018.

  • Naples Global Advisors reported no remaining Buckeye Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Naples Global Advisors sold 5,200 Buckeye Partners, L.P. shares in Q1 2018, an estimated $258K.
  • Naples Global Advisors first reported a position in Buckeye Partners, L.P. in Q4 2013 and held it in 17 quarters.
  • Naples Global Advisors's Buckeye Partners, L.P. position peaked at $442K in Q1 2017.
  • 329 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2018.

Based on Naples Global Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.