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	–	1050
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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return