Sequoia Financial Advisors’s Buckeye Partners, L.P. BPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,588
| Closed | -$262K | – | 325 |
|
|
2017
Q3 | $262K | Buy |
4,588
+1,132
| +33% | +$64.6K | 0.03% | 227 |
|
|
2017
Q2 | $221K | Hold |
3,456
| – | – | 0.03% | 251 |
|
|
2017
Q1 | $237K | Sell |
3,456
-1,345
| -28% | -$92.2K | 0.03% | 237 |
|
|
2016
Q4 | $318K | Buy |
4,801
+156
| +3% | +$10.3K | 0.05% | 187 |
|
|
2016
Q3 | $333K | Sell |
4,645
-1,649
| -26% | -$118K | 0.06% | 159 |
|
|
2016
Q2 | $443K | Buy |
6,294
+2,037
| +48% | +$143K | 0.12% | 124 |
|
|
2016
Q1 | $289K | Sell |
4,257
-218
| -5% | -$14.8K | 0.09% | 142 |
|
|
2015
Q4 | $295K | Hold |
4,475
| – | – | 0.12% | 130 |
|
|
2015
Q3 | $265K | Buy |
4,475
+370
| +9% | +$21.9K | 0.12% | 134 |
|
|
2015
Q2 | $303K | Buy |
4,105
+32
| +0.8% | +$2.36K | 0.13% | 135 |
|
|
2015
Q1 | $308K | Sell |
4,073
-16
| -0.4% | -$1.21K | 0.14% | 126 |
|
|
2014
Q4 | $309K | Sell |
4,089
-423
| -9% | -$32K | 0.21% | 102 |
|
|
2014
Q3 | $359K | Buy |
+4,512
| New | +$359K | 0.25% | 101 |
|
|
2014
Q2 | – | Sell |
-4,384
| Closed | -$329K | – | 178 |
|
|
2014
Q1 | $329K | Buy |
4,384
+829
| +23% | +$62.2K | 0.27% | 95 |
|
|
2013
Q4 | $252K | Buy |
+3,555
| New | +$252K | 0.21% | 111 |
|