OIA
BPL

Optimum Investment Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Optimum Investment 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
2015
Q1 		$106K Buy
1,399
+399
+40% +$29.9K 0.03% 369
2014
Q4 		$76K Sell
1,000
-800
-44% -$61.6K 0.02% 415
2014
Q3 		$143K Hold
1,800
– – 0.05% 307
2014
Q2 		$150K Hold
1,800
– – 0.05% 298
2014
Q1 		$135K Hold
1,800
– – 0.05% 266
2013
Q4 		$128K Buy
1,800
+1,500
+500% +$101K 0.05% 267
2013
Q3 		$20K Buy
+300
New +$20.7K 0.01% 503

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Optimum Investment Advisors's BPL Position: Q1 2015 in Review

Optimum Investment Advisors increased its Buckeye Partners, L.P. (BPL) stake by 40% in Q1 2015, buying an estimated $29.9K and bringing the position to 1,399 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #369.

Optimum Investment Advisors first reported a position in BPL in Q3 2013 and has held it in 7 quarters since. The position peaked at $150K in Q2 2014. 374 funds tracked by Wall St. Rank hold BPL as of Q1 2015.

  • Optimum Investment Advisors held 1,399 shares of Buckeye Partners, L.P. worth $106K as of Q1 2015.
  • Optimum Investment Advisors bought 399 Buckeye Partners, L.P. shares in Q1 2015, an estimated $29.9K.
  • Buckeye Partners, L.P. made up 0.03% of Optimum Investment Advisors's portfolio in Q1 2015, its #369 holding.
  • Optimum Investment Advisors first reported a position in Buckeye Partners, L.P. in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Buckeye Partners, L.P. position peaked at $150K in Q2 2014.
  • 374 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.