PWP
BPL

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

Private Wealth Partners’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
2014
Q1 		– Sell
-3,745
Closed -$266K – 178
2013
Q4 		$266K Hold
3,745
– – 0.06% 153
2013
Q3 		$245K Hold
3,745
– – 0.06% 153
2013
Q2 		$263K Buy
+3,745
New +$243K 0.07% 152

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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 $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Partners's BPL Position: Q1 2014 in Review

Private Wealth Partners sold out of Buckeye Partners, L.P. (BPL) in Q1 2014, closing a stake of 3,745 shares — an estimated $266K sold.

Private Wealth Partners first reported a position in BPL in Q2 2013 and held it in 3 quarters. The position peaked at $266K in Q4 2013. 344 funds tracked by Wall St. Rank hold BPL as of Q1 2014.

  • Private Wealth Partners reported no remaining Buckeye Partners, L.P. position as of Q1 2014 after selling out during the quarter.
  • Private Wealth Partners sold 3,745 Buckeye Partners, L.P. shares in Q1 2014, an estimated $266K.
  • Private Wealth Partners first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 3 quarters.
  • Private Wealth Partners's Buckeye Partners, L.P. position peaked at $266K in Q4 2013.
  • 344 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2014.

Based on Private Wealth Partners's 13F filing for Q1 2014, filed 24 Apr 2014.