RWM
BPL

RKL Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History

RKL Wealth 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
2017
Q4 		– Sell
-3,507
Closed -$200K – 152
2017
Q3 		$200K Buy
3,507
+250
+8% +$14.9K 0.06% 146
2017
Q2 		$208K Hold
3,257
– – 0.07% 137
2017
Q1 		$223K Sell
3,257
-53
-2% -$3.61K 0.09% 111
2016
Q4 		$219K Hold
3,310
– – 0.11% 93
2016
Q3 		$237K Buy
+3,310
New +$236K 0.12% 69

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

RKL Wealth Management's BPL Position: Q4 2017 in Review

RKL Wealth Management sold out of Buckeye Partners, L.P. (BPL) in Q4 2017, closing a stake of 3,507 shares — an estimated $200K sold.

RKL Wealth Management first reported a position in BPL in Q3 2016 and held it in 5 quarters. The position peaked at $237K in Q3 2016. 369 funds tracked by Wall St. Rank hold BPL as of Q4 2017.

  • RKL Wealth Management reported no remaining Buckeye Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • RKL Wealth Management sold 3,507 Buckeye Partners, L.P. shares in Q4 2017, an estimated $200K.
  • RKL Wealth Management first reported a position in Buckeye Partners, L.P. in Q3 2016 and held it in 5 quarters.
  • RKL Wealth Management's Buckeye Partners, L.P. position peaked at $237K in Q3 2016.
  • 369 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.