Rockefeller Financial Services’s Buckeye Partners, L.P. BPL Stock Holding History

Rockefeller Financial Services’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	$93K	Hold	1,870	–	–	﹤0.01%	382
2017 Q3	$107K	Hold	1,870	–	–	﹤0.01%	380
2017 Q2	$120K	Hold	1,870	–	–	﹤0.01%	330
2017 Q1	$128K	Hold	1,870	–	–	﹤0.01%	339
2016 Q4	$124K	Hold	1,870	–	–	﹤0.01%	359
2016 Q3	$134K	Hold	1,870	–	–	﹤0.01%	328
2016 Q2	$132K	Hold	1,870	–	–	﹤0.01%	341
2016 Q1	$127K	Hold	1,870	–	–	﹤0.01%	354
2015 Q4	$123K	Sell	1,870 -1,094	-37%	-$71.6K	﹤0.01%	376
2015 Q3	$176K	Hold	2,964	–	–	﹤0.01%	342
2015 Q2	$219K	Hold	2,964	–	–	﹤0.01%	310
2015 Q1	$224K	Buy	+2,964	New	+$222K	﹤0.01%	316
2014 Q4	–	Sell	-2,964	Closed	-$236K	–	526
2014 Q3	$236K	Hold	2,964	–	–	0.01%	318
2014 Q2	$246K	Hold	2,964	–	–	0.01%	321
2014 Q1	$222K	Buy	2,964 +600	+25%	+$43.5K	﹤0.01%	336
2013 Q4	$168K	Hold	2,364	–	–	﹤0.01%	360
2013 Q3	$155K	Hold	2,364	–	–	﹤0.01%	354
2013 Q2	$166K	Buy	+2,364	New	+$154K	﹤0.01%	346

Other funds holding BPL

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

TCA

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

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 New York $25.6B AUM 26.83% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Rockefeller Financial Services's BPL Position: Q4 2017 in Review

Rockefeller Financial Services held its Buckeye Partners, L.P. (BPL) position steady in Q4 2017 at 1,870 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Rockefeller Financial Services first reported a position in BPL in Q2 2013 and has held it in 18 quarters since. The position peaked at $246K in Q2 2014. 369 funds tracked by Wall St. Rank hold BPL as of Q4 2017.

Rockefeller Financial Services held 1,870 shares of Buckeye Partners, L.P. worth $93K as of Q4 2017.
Rockefeller Financial Services left its Buckeye Partners, L.P. share count unchanged in Q4 2017.
Buckeye Partners, L.P. made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #382 holding.
Rockefeller Financial Services first reported a position in Buckeye Partners, L.P. in Q2 2013 and has held it in 18 quarters since.
Rockefeller Financial Services's Buckeye Partners, L.P. position peaked at $246K in Q2 2014.
369 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.