RFA
BPL

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

Reilly 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
2016
Q2 		– Sell
-574
Closed -$39K – 1028
2016
Q1 		$39K Hold
574
– – 0.01% 425
2015
Q4 		$38K Hold
574
– – 0.01% 441
2015
Q3 		$34K Buy
+574
New +$39.8K 0.01% 466
2015
Q2 		– Sell
-750
Closed -$57K – 1459
2015
Q1 		$57K Buy
750
+201
+37% +$15.1K 0.01% 393
2014
Q4 		$42K Buy
549
+8
+1% +$616 0.01% 287
2014
Q3 		$43K Buy
541
+7
+1% +$558 0.01% 277
2014
Q2 		$44K Buy
534
+8
+2% +$625 0.01% 285
2014
Q1 		$39K Hold
526
– – 0.01% 311
2013
Q4 		$37K Hold
526
– – 0.01% 296
2013
Q3 		$35K Hold
526
– – 0.01% 268
2013
Q2 		$37K Buy
+526
New +$34.2K 0.01% 268

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Reilly Financial Advisors's BPL Position: Q2 2016 in Review

Reilly Financial Advisors sold out of Buckeye Partners, L.P. (BPL) in Q2 2016, closing a stake of 574 shares — an estimated $39K sold.

Reilly Financial Advisors first reported a position in BPL in Q2 2013 and held it in 11 quarters. The position peaked at $57K in Q1 2015. 368 funds tracked by Wall St. Rank hold BPL as of Q2 2016.

  • Reilly Financial Advisors reported no remaining Buckeye Partners, L.P. position as of Q2 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 574 Buckeye Partners, L.P. shares in Q2 2016, an estimated $39K.
  • Reilly Financial Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 11 quarters.
  • Reilly Financial Advisors's Buckeye Partners, L.P. position peaked at $57K in Q1 2015.
  • 368 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2016.

Based on Reilly Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.