NFG
BPL

Next Financial Group’s Buckeye Partners, L.P. BPL Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-100
Closed -$6K – 1633
2017
Q3 		$6K Sell
100
-150
-60% -$8.91K ﹤0.01% 1396
2017
Q2 		$16K Hold
250
– – ﹤0.01% 1169
2017
Q1 		$17K Sell
250
-163
-39% -$11.1K ﹤0.01% 1112
2016
Q4 		$27K Buy
413
+163
+65% +$10.8K ﹤0.01% 1242
2016
Q3 		$18K Hold
250
– – ﹤0.01% 1427
2016
Q2 		$17K Hold
250
– – 0.01% 1037
2016
Q1 		$16K Hold
250
– – 0.01% 1030
2015
Q4 		$16K Sell
250
-300
-55% -$19.6K 0.01% 1023
2015
Q3 		$32K Hold
550
– – 0.01% 794
2015
Q2 		$40K Hold
550
– – 0.01% 753
2015
Q1 		$41K Buy
550
+150
+38% +$11.3K 0.01% 739
2014
Q4 		$30K Sell
400
-475
-54% -$36.6K 0.01% 838
2014
Q3 		$70K Sell
875
-200
-19% -$15.9K 0.01% 796
2014
Q2 		$84K Buy
+1,075
New +$84K 0.04% 254

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return