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

Segment 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
2018 Q1	–	Sell	-6,371	Closed	-$315K	–	219
2017 Q4	$315K	Hold	6,371	–	–	0.08%	154
2017 Q3	$363K	Sell	6,371 -1,010	-14%	-$60K	0.1%	139
2017 Q2	$472K	Buy	7,381 +650	+10%	+$42.7K	0.13%	124
2017 Q1	$461K	Buy	+6,731	New	+$459K	0.15%	114
2015 Q3	–	Sell	-2,731	Closed	-$202K	–	175
2015 Q2	$202K	Hold	2,731	–	–	0.07%	164
2015 Q1	$206K	Buy	+2,731	New	+$205K	0.07%	168

Other funds holding BPL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ClearBridge Investments

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

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return