RIA
BPL

Regal Investment Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Regal Investment 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
2014
Q4 		– Sell
-1,835
Closed -$146K – 1036
2014
Q3 		$146K Hold
1,835
– – 0.04% 260
2014
Q2 		$152K Hold
1,835
– – 0.05% 231
2014
Q1 		$138K Hold
1,835
– – 0.06% 227
2013
Q4 		$130K Sell
1,835
-125
-6% -$8.41K 0.07% 184
2013
Q3 		$128K Hold
1,960
– – 0.07% 210
2013
Q2 		$138K Buy
+1,960
New +$127K 0.08% 194

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's BPL Position: Q4 2014 in Review

Regal Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q4 2014, closing a stake of 1,835 shares — an estimated $146K sold.

Regal Investment Advisors first reported a position in BPL in Q2 2013 and held it in 6 quarters. The position peaked at $152K in Q2 2014. 363 funds tracked by Wall St. Rank hold BPL as of Q4 2014.

  • Regal Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 1,835 Buckeye Partners, L.P. shares in Q4 2014, an estimated $146K.
  • Regal Investment Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Buckeye Partners, L.P. position peaked at $152K in Q2 2014.
  • 363 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.