Perigon Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History

Perigon Wealth Management’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
2018 Q2	–	Sell	-1,454	Closed	-$54K	–	669
2018 Q1	$54K	Hold	1,454	–	–	0.02%	299
2017 Q4	$72K	Hold	1,454	–	–	0.03%	247
2017 Q3	$83K	Buy	+1,454	New	+$86.4K	0.03%	279
2016 Q1	–	Sell	-4,000	Closed	-$264K	–	336
2015 Q4	$264K	Hold	4,000	–	–	0.07%	184
2015 Q3	$237K	Hold	4,000	–	–	0.07%	191
2015 Q2	$296K	Hold	4,000	–	–	0.08%	184
2015 Q1	$302K	Hold	4,000	–	–	0.08%	186
2014 Q4	$303K	Hold	4,000	–	–	0.09%	168
2014 Q3	$319K	Hold	4,000	–	–	0.1%	152
2014 Q2	$332K	Hold	4,000	–	–	0.09%	152
2014 Q1	$300K	Hold	4,000	–	–	0.17%	104
2013 Q4	$284K	Buy	+4,000	New	+$269K	0.16%	109

Other funds holding BPL

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

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments

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

JP Morgan Chase

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

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