Plante Moran Financial Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-765	Closed	-$27K	–	1001
2018 Q3	$27K	Hold	765	–	–	0.01%	402
2018 Q2	$27K	Hold	765	–	–	0.01%	438
2018 Q1	$29K	Hold	765	–	–	0.02%	444
2017 Q4	$38K	Hold	765	–	–	0.02%	401
2017 Q3	$44K	Hold	765	–	–	0.03%	333
2017 Q2	$49K	Sell	765 -516	-40%	-$33.9K	0.03%	324
2017 Q1	$88K	Hold	1,281	–	–	0.05%	223
2016 Q4	$85K	Buy	1,281 +765	+148%	+$50.5K	0.05%	238
2016 Q3	$37K	Hold	516	–	–	0.03%	384
2016 Q2	$36K	Hold	516	–	–	0.03%	345
2016 Q1	$35K	Hold	516	–	–	0.03%	314
2015 Q4	$34K	Hold	516	–	–	0.03%	367
2015 Q3	$31K	Hold	516	–	–	0.02%	329
2015 Q2	$38K	Sell	516 -554	-52%	-$43.4K	0.03%	333
2015 Q1	$81K	Sell	1,070 -130	-11%	-$9.75K	0.06%	218
2014 Q4	$91K	Hold	1,200	–	–	0.07%	195
2014 Q3	$96K	Sell	1,200 -350	-23%	-$27.9K	0.08%	171
2014 Q2	$129K	Hold	1,550	–	–	0.12%	124
2014 Q1	$116K	Hold	1,550	–	–	0.13%	104
2013 Q4	$110K	Hold	1,550	–	–	0.06%	145
2013 Q3	$102K	Sell	1,550 -450	-23%	-$31.1K	0.06%	110
2013 Q2	$140K	Buy	+2,000	New	+$130K	0.1%	86

Other funds holding BPL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

HFA

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Plante Moran Financial Advisors's BPL Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 765 shares — an estimated $27K sold.

Plante Moran Financial Advisors first reported a position in BPL in Q2 2013 and held it in 22 quarters. The position peaked at $140K in Q2 2013. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

Plante Moran Financial Advisors reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 765 Buckeye Partners, L.P. shares in Q4 2018, an estimated $27K.
Plante Moran Financial Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 22 quarters.
Plante Moran Financial Advisors's Buckeye Partners, L.P. position peaked at $140K in Q2 2013.
264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.