ST
BPL

Sageworth Trust’s Buckeye Partners, L.P. BPL Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-3,270
Closed -$232K – 32
2013
Q4 		$232K Hold
3,270
– – 0.08% 25
2013
Q3 		$214K Sell
3,270
-5,230
-62% -$361K 0.09% 25
2013
Q2 		$605K Buy
+8,500
New +$552K 0.26% 16

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
KACA
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust's BPL Position: Q1 2014 in Review

Sageworth Trust sold out of Buckeye Partners, L.P. (BPL) in Q1 2014, closing a stake of 3,270 shares — an estimated $232K sold.

Sageworth Trust first reported a position in BPL in Q2 2013 and held it in 3 quarters. The position peaked at $605K in Q2 2013. 344 funds tracked by Wall St. Rank hold BPL as of Q1 2014.

  • Sageworth Trust reported no remaining Buckeye Partners, L.P. position as of Q1 2014 after selling out during the quarter.
  • Sageworth Trust sold 3,270 Buckeye Partners, L.P. shares in Q1 2014, an estimated $232K.
  • Sageworth Trust first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 3 quarters.
  • Sageworth Trust's Buckeye Partners, L.P. position peaked at $605K in Q2 2013.
  • 344 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2014.

Based on Sageworth Trust's 13F filing for Q1 2014, filed 12 May 2014.