PAS
BPL

Partnervest Advisory Services’s Buckeye Partners, L.P. BPL Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-1,877
Closed -$156K – 886
2014
Q2 		$156K Buy
1,877
+26
+1% +$2.03K 0.07% 181
2014
Q1 		$139K Buy
1,851
+27
+1% +$1.96K 0.06% 194
2013
Q4 		$129K Sell
1,824
-333
-15% -$22.4K 0.06% 191
2013
Q3 		$141K Buy
2,157
+15
+0.7% +$1.04K 0.07% 156
2013
Q2 		$150K Buy
+2,142
New +$139K 0.07% 121

Other funds holding BPL

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Partnervest Advisory Services's BPL Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Buckeye Partners, L.P. (BPL) in Q3 2014, closing a stake of 1,877 shares — an estimated $156K sold.

Partnervest Advisory Services first reported a position in BPL in Q2 2013 and held it in 5 quarters. The position peaked at $156K in Q2 2014. 356 funds tracked by Wall St. Rank hold BPL as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Buckeye Partners, L.P. position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,877 Buckeye Partners, L.P. shares in Q3 2014, an estimated $156K.
  • Partnervest Advisory Services first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Buckeye Partners, L.P. position peaked at $156K in Q2 2014.
  • 356 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.