PFG
BPL

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

Pacific 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
2015
Q1 		– Sell
-200
Closed -$15K – 214
2014
Q4 		$15K Buy
+200
New +$15.4K ﹤0.01% 130

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

Pacific Financial Group's BPL Position: Q1 2015 in Review

Pacific Financial Group sold out of Buckeye Partners, L.P. (BPL) in Q1 2015, closing a stake of 200 shares — an estimated $15K sold.

Pacific Financial Group first reported a position in BPL in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 374 funds tracked by Wall St. Rank hold BPL as of Q1 2015.

  • Pacific Financial Group reported no remaining Buckeye Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 200 Buckeye Partners, L.P. shares in Q1 2015, an estimated $15K.
  • Pacific Financial Group first reported a position in Buckeye Partners, L.P. in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Buckeye Partners, L.P. position peaked at $15K in Q4 2014.
  • 374 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.