RDM
BPL

Retirement Design & Management’s Buckeye Partners, L.P. BPL Stock Holding History

Retirement Design & Management’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
Q4 		– Sell
-5,321
Closed -$315K – 77
2015
Q3 		$315K Buy
5,321
+402
+8% +$27.9K 0.33% 51
2015
Q2 		$364K Buy
4,919
+23
+0.5% +$1.8K 0.31% 54
2015
Q1 		$370K Buy
4,896
+128
+3% +$9.6K 0.32% 53
2014
Q4 		$361K Buy
+4,768
New +$367K 0.27% 57

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Retirement Design & Management's BPL Position: Q4 2015 in Review

Retirement Design & Management sold out of Buckeye Partners, L.P. (BPL) in Q4 2015, closing a stake of 5,321 shares — an estimated $315K sold.

Retirement Design & Management first reported a position in BPL in Q4 2014 and held it in 4 quarters. The position peaked at $370K in Q1 2015. 353 funds tracked by Wall St. Rank hold BPL as of Q4 2015.

  • Retirement Design & Management reported no remaining Buckeye Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Retirement Design & Management sold 5,321 Buckeye Partners, L.P. shares in Q4 2015, an estimated $315K.
  • Retirement Design & Management first reported a position in Buckeye Partners, L.P. in Q4 2014 and held it in 4 quarters.
  • Retirement Design & Management's Buckeye Partners, L.P. position peaked at $370K in Q1 2015.
  • 353 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2015.

Based on Retirement Design & Management's 13F filing for Q4 2015, filed 10 Feb 2016.