PFS
BPL

Penseco Financial Services’s Buckeye Partners, L.P. BPL Stock Holding History

Penseco Financial 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
2013
Q3 		$197K Buy
3,000
+500
+20% +$34.6K 0.14% 99
2013
Q2 		$175K Buy
+2,500
New +$162K 0.13% 102

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Penseco Financial Services's BPL Position: Q3 2013 in Review

Penseco Financial Services increased its Buckeye Partners, L.P. (BPL) stake by 20% in Q3 2013, buying an estimated $34.6K and bringing the position to 3,000 shares worth $197K. The position accounts for 0.14% of the portfolio, ranked #99.

Penseco Financial Services first reported a position in BPL in Q2 2013 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold BPL as of Q3 2013.

  • Penseco Financial Services held 3,000 shares of Buckeye Partners, L.P. worth $197K as of Q3 2013.
  • Penseco Financial Services bought 500 Buckeye Partners, L.P. shares in Q3 2013, an estimated $34.6K.
  • Buckeye Partners, L.P. made up 0.14% of Penseco Financial Services's portfolio in Q3 2013, its #99 holding.
  • Penseco Financial Services first reported a position in Buckeye Partners, L.P. in Q2 2013 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.