OWP
BPL

Obermeyer Wealth Partners’s Buckeye Partners, L.P. BPL Stock Holding History

Obermeyer Wealth Partners’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
Q3 		– Sell
-3,450
Closed -$221K – 128
2017
Q2 		$221K Hold
3,450
– – 0.02% 116
2017
Q1 		$237K Hold
3,450
– – 0.02% 117
2016
Q4 		$228K Hold
3,450
– – 0.02% 121
2016
Q3 		$247K Hold
3,450
– – 0.02% 113
2016
Q2 		$243K Buy
3,450
+200
+6% +$14K 0.02% 114
2016
Q1 		$221K Buy
+3,250
New +$198K 0.02% 112
2013
Q3 		– Sell
-471
Closed -$33K – 321
2013
Q2 		$33K Buy
+471
New +$30.6K 0.01% 155

Other funds holding BPL

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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Obermeyer Wealth Partners's BPL Position: Q3 2017 in Review

Obermeyer Wealth Partners sold out of Buckeye Partners, L.P. (BPL) in Q3 2017, closing a stake of 3,450 shares — an estimated $221K sold.

Obermeyer Wealth Partners first reported a position in BPL in Q2 2013 and held it in 7 quarters. The position peaked at $247K in Q3 2016. 371 funds tracked by Wall St. Rank hold BPL as of Q3 2017.

  • Obermeyer Wealth Partners reported no remaining Buckeye Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,450 Buckeye Partners, L.P. shares in Q3 2017, an estimated $221K.
  • Obermeyer Wealth Partners first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 7 quarters.
  • Obermeyer Wealth Partners's Buckeye Partners, L.P. position peaked at $247K in Q3 2016.
  • 371 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2017, filed 2 Nov 2017.