PFO
BPL

Pathstone Family Office’s Buckeye Partners, L.P. BPL Stock Holding History

Pathstone Family Office’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
-2,225
Closed -$142K – 369
2017
Q2 		$142K Buy
+2,225
New +$146K 0.06% 129
2014
Q4 		– Sell
-161
Closed -$13K – 292
2014
Q3 		$13K Buy
+161
New +$12.8K 0.04% 192

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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 $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Family Office's BPL Position: Q3 2017 in Review

Pathstone Family Office sold out of Buckeye Partners, L.P. (BPL) in Q3 2017, closing a stake of 2,225 shares — an estimated $142K sold.

Pathstone Family Office first reported a position in BPL in Q3 2014 and held it in 2 quarters. The position peaked at $142K in Q2 2017. 371 funds tracked by Wall St. Rank hold BPL as of Q3 2017.

  • Pathstone Family Office reported no remaining Buckeye Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Pathstone Family Office sold 2,225 Buckeye Partners, L.P. shares in Q3 2017, an estimated $142K.
  • Pathstone Family Office first reported a position in Buckeye Partners, L.P. in Q3 2014 and held it in 2 quarters.
  • Pathstone Family Office's Buckeye Partners, L.P. position peaked at $142K in Q2 2017.
  • 371 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2017.

Based on Pathstone Family Office's 13F filing for Q3 2017, filed 14 Nov 2017.