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

Patten 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
2019 Q1	–	Sell	-700	Closed	-$20K	–	597
2018 Q4	$20K	Hold	700	–	–	0.01%	374
2018 Q3	$25K	Hold	700	–	–	0.01%	397
2018 Q2	$25K	Hold	700	–	–	0.01%	383
2018 Q1	$26K	Hold	700	–	–	0.01%	383
2017 Q4	$35K	Sell	700 -300	-30%	-$15.2K	0.01%	375
2017 Q3	$57K	Hold	1,000	–	–	0.02%	315
2017 Q2	$61K	Buy	1,000 +200	+25%	+$13.1K	0.02%	303
2017 Q1	$55K	Hold	800	–	–	0.02%	306
2016 Q4	$56K	Hold	800	–	–	0.03%	298
2016 Q3	$56K	Hold	800	–	–	0.03%	301
2016 Q2	$56.3K	Hold	800	–	–	0.03%	298
2016 Q1	$54.4K	Hold	800	–	–	0.03%	300
2015 Q4	$52.8K	Hold	800	–	–	0.03%	303
2015 Q3	$47.4K	Hold	800	–	–	0.02%	286
2015 Q2	$59.1K	Buy	+800	New	+$62.7K	0.03%	277

Other funds holding BPL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return