SBIA
BPL

Sheaff Brock Investment Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Sheaff Brock Investment 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
2019
Q3 		– Sell
-5,617
Closed -$231K – 512
2019
Q2 		$231K Sell
5,617
-3,406
-38% -$129K 0.02% 391
2019
Q1 		$307K Buy
9,023
+432
+5% +$14K 0.04% 335
2018
Q4 		$249K Sell
8,591
-342
-4% -$10.9K 0.04% 353
2018
Q3 		$319K Buy
8,933
+377
+4% +$13.5K 0.03% 346
2018
Q2 		$301K Buy
8,556
+275
+3% +$10.5K 0.03% 363
2018
Q1 		$310K Buy
8,281
+2,010
+32% +$97.7K 0.03% 350
2017
Q4 		$311K Sell
6,271
-826
-12% -$42K 0.04% 342
2017
Q3 		$405K Sell
7,097
-503
-7% -$29.9K 0.05% 297
2017
Q2 		$486K Buy
7,600
+738
+11% +$48.5K 0.06% 278
2017
Q1 		$470K Buy
6,862
+566
+9% +$38.6K 0.06% 293
2016
Q4 		$417K Sell
6,296
-3,264
-34% -$215K 0.05% 311
2016
Q3 		$685K Hold
9,560
– – 0.09% 218
2016
Q2 		$673K Sell
9,560
-500
-5% -$35.1K 0.09% 223
2016
Q1 		$684K Buy
10,060
+900
+10% +$55K 0.08% 228
2015
Q4 		$604K Buy
+9,160
New +$600K 0.07% 279

Other funds holding BPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Sheaff Brock Investment Advisors's BPL Position: Q3 2019 in Review

Sheaff Brock Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 5,617 shares — an estimated $231K sold.

Sheaff Brock Investment Advisors first reported a position in BPL in Q4 2015 and held it in 15 quarters. The position peaked at $685K in Q3 2016. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

  • Sheaff Brock Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,617 Buckeye Partners, L.P. shares in Q3 2019, an estimated $231K.
  • Sheaff Brock Investment Advisors first reported a position in Buckeye Partners, L.P. in Q4 2015 and held it in 15 quarters.
  • Sheaff Brock Investment Advisors's Buckeye Partners, L.P. position peaked at $685K in Q3 2016.
  • 274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.