SFSIG
BPL

San Francisco Sentry Investment Group’s Buckeye Partners, L.P. BPL Stock Holding History

San Francisco Sentry Investment Group’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 		– Sell
-150
Closed -$12K – 508
2014
Q3 		$12K Hold
150
– – 0.01% 453
2014
Q2 		$12K Hold
150
– – 0.01% 467
2014
Q1 		$11K Hold
150
– – ﹤0.01% 518
2013
Q4 		$11K Hold
150
– – ﹤0.01% 490
2013
Q3 		$10K Hold
150
– – ﹤0.01% 483
2013
Q2 		$11K Buy
+150
New +$9.74K ﹤0.01% 474

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 23.41% 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

San Francisco Sentry Investment Group's BPL Position: Q4 2014 in Review

San Francisco Sentry Investment Group sold out of Buckeye Partners, L.P. (BPL) in Q4 2014, closing a stake of 150 shares — an estimated $12K sold.

San Francisco Sentry Investment Group first reported a position in BPL in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q3 2014. 363 funds tracked by Wall St. Rank hold BPL as of Q4 2014.

  • San Francisco Sentry Investment Group reported no remaining Buckeye Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 150 Buckeye Partners, L.P. shares in Q4 2014, an estimated $12K.
  • San Francisco Sentry Investment Group first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 6 quarters.
  • San Francisco Sentry Investment Group's Buckeye Partners, L.P. position peaked at $12K in Q3 2014.
  • 363 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2014.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2014, filed 18 Feb 2015.