Obermeyer Wealth Partners’s Buckeye Partners, L.P. BPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$14.1K | 0.02% | 114 |
|
|
2016
Q1 | $221K | Buy |
+3,250
| New | +$221K | 0.02% | 112 |
|
|
2013
Q3 | – | Sell |
-471
| Closed | -$33K | – | 321 |
|
|
2013
Q2 | $33K | Buy |
+471
| New | +$33K | 0.01% | 155 |
|