RNS
BPL

Robert N. Shapiro’s Buckeye Partners, L.P. BPL Stock Holding History

Robert N. Shapiro’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 		$241K Sell
3,185
-504
-14% -$38.8K 0.05% 239
2014
Q3 		$294K Sell
3,689
-1,466
-28% -$117K 0.06% 239
2014
Q2 		$428K Hold
5,155
– – 0.08% 196
2014
Q1 		$387K Buy
5,155
+455
+10% +$33K 0.07% 199
2013
Q4 		$334K Buy
4,700
+455
+11% +$30.6K 0.06% 213
2013
Q3 		$278K Hold
4,245
– – 0.05% 230
2013
Q2 		$298K Buy
+4,245
New +$276K 0.06% 217

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

Robert N. Shapiro's BPL Position: Q4 2014 in Review

Robert N. Shapiro reduced its Buckeye Partners, L.P. (BPL) stake by 14% in Q4 2014, selling an estimated $38.8K and leaving 3,185 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #239.

Robert N. Shapiro first reported a position in BPL in Q2 2013 and has held it in 7 quarters since. The position peaked at $428K in Q2 2014. 363 funds tracked by Wall St. Rank hold BPL as of Q4 2014.

  • Robert N. Shapiro held 3,185 shares of Buckeye Partners, L.P. worth $241K as of Q4 2014.
  • Robert N. Shapiro sold 504 Buckeye Partners, L.P. shares in Q4 2014, an estimated $38.8K.
  • Buckeye Partners, L.P. made up 0.05% of Robert N. Shapiro's portfolio in Q4 2014, its #239 holding.
  • Robert N. Shapiro first reported a position in Buckeye Partners, L.P. in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Buckeye Partners, L.P. position peaked at $428K in Q2 2014.
  • 363 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.