PFS
BPL

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

Prospera 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
2014
Q1 		– Sell
-3,219
Closed -$229K – 305
2013
Q4 		$229K Buy
+3,219
New +$217K 0.08% 208

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prospera Financial Services's BPL Position: Q1 2014 in Review

Prospera Financial Services sold out of Buckeye Partners, L.P. (BPL) in Q1 2014, closing a stake of 3,219 shares — an estimated $229K sold.

Prospera Financial Services first reported a position in BPL in Q4 2013 and held it in 1 quarter. The position peaked at $229K in Q4 2013. 344 funds tracked by Wall St. Rank hold BPL as of Q1 2014.

  • Prospera Financial Services reported no remaining Buckeye Partners, L.P. position as of Q1 2014 after selling out during the quarter.
  • Prospera Financial Services sold 3,219 Buckeye Partners, L.P. shares in Q1 2014, an estimated $229K.
  • Prospera Financial Services first reported a position in Buckeye Partners, L.P. in Q4 2013 and held it in 1 quarter.
  • Prospera Financial Services's Buckeye Partners, L.P. position peaked at $229K in Q4 2013.
  • 344 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2014.

Based on Prospera Financial Services's 13F filing for Q1 2014, filed 4 Apr 2014.