PMG
BPL

ProVise Management Group’s Buckeye Partners, L.P. BPL Stock Holding History

ProVise Management Group’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
2015
Q1 		– Sell
-3,534
Closed -$267K – 315
2014
Q4 		$267K Sell
3,534
-6,250
-64% -$481K 0.06% 248
2014
Q3 		$780K Sell
9,784
-3,458
-26% -$275K 0.17% 158
2014
Q2 		$1.1M Buy
13,242
+108
+0.8% +$8.44K 0.24% 125
2014
Q1 		$986K Hold
13,134
– – 0.24% 118
2013
Q4 		$933K Sell
13,134
-541
-4% -$36.4K 0.24% 122
2013
Q3 		$897K Buy
13,675
+600
+5% +$41.5K 0.25% 112
2013
Q2 		$917K Buy
+13,075
New +$849K 0.27% 105

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ProVise Management Group's BPL Position: Q1 2015 in Review

ProVise Management Group sold out of Buckeye Partners, L.P. (BPL) in Q1 2015, closing a stake of 3,534 shares — an estimated $267K sold.

ProVise Management Group first reported a position in BPL in Q2 2013 and held it in 7 quarters. The position peaked at $1.1M in Q2 2014. 374 funds tracked by Wall St. Rank hold BPL as of Q1 2015.

  • ProVise Management Group reported no remaining Buckeye Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • ProVise Management Group sold 3,534 Buckeye Partners, L.P. shares in Q1 2015, an estimated $267K.
  • ProVise Management Group first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 7 quarters.
  • ProVise Management Group's Buckeye Partners, L.P. position peaked at $1.1M in Q2 2014.
  • 374 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2015.

Based on ProVise Management Group's 13F filing for Q1 2015, filed 8 May 2015.