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	–	596
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 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HFA

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

CCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Patten Group's BPL Position: Q1 2019 in Review

Patten Group sold out of Buckeye Partners, L.P. (BPL) in Q1 2019, closing a stake of 700 shares — an estimated $20K sold.

Patten Group first reported a position in BPL in Q2 2015 and held it in 15 quarters. The position peaked at $61K in Q2 2017. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

Patten Group reported no remaining Buckeye Partners, L.P. position as of Q1 2019 after selling out during the quarter.
Patten Group sold 700 Buckeye Partners, L.P. shares in Q1 2019, an estimated $20K.
Patten Group first reported a position in Buckeye Partners, L.P. in Q2 2015 and held it in 15 quarters.
Patten Group's Buckeye Partners, L.P. position peaked at $61K in Q2 2017.
276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.