SFA
BPL

Sequoia Financial Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-4,588
Closed -$262K – 325
2017
Q3 		$262K Buy
4,588
+1,132
+33% +$67.3K 0.03% 227
2017
Q2 		$221K Hold
3,456
– – 0.03% 251
2017
Q1 		$237K Sell
3,456
-1,345
-28% -$91.6K 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% -$117K 0.06% 159
2016
Q2 		$443K Buy
6,294
+2,037
+48% +$143K 0.12% 124
2016
Q1 		$289K Sell
4,257
-218
-5% -$13.3K 0.09% 142
2015
Q4 		$295K Hold
4,475
– – 0.12% 130
2015
Q3 		$265K Buy
4,475
+370
+9% +$25.7K 0.12% 134
2015
Q2 		$303K Buy
4,105
+32
+0.8% +$2.51K 0.13% 135
2015
Q1 		$308K Sell
4,073
-16
-0.4% -$1.2K 0.14% 126
2014
Q4 		$309K Sell
4,089
-423
-9% -$32.6K 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% +$60.2K 0.27% 95
2013
Q4 		$252K Buy
+3,555
New +$239K 0.21% 111

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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

Sequoia Financial Advisors's BPL Position: Q4 2017 in Review

Sequoia Financial Advisors sold out of Buckeye Partners, L.P. (BPL) in Q4 2017, closing a stake of 4,588 shares — an estimated $262K sold.

Sequoia Financial Advisors first reported a position in BPL in Q4 2013 and held it in 15 quarters. The position peaked at $443K in Q2 2016. 369 funds tracked by Wall St. Rank hold BPL as of Q4 2017.

  • Sequoia Financial Advisors reported no remaining Buckeye Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,588 Buckeye Partners, L.P. shares in Q4 2017, an estimated $262K.
  • Sequoia Financial Advisors first reported a position in Buckeye Partners, L.P. in Q4 2013 and held it in 15 quarters.
  • Sequoia Financial Advisors's Buckeye Partners, L.P. position peaked at $443K in Q2 2016.
  • 369 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2017.

Based on Sequoia Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.