SMFS
BPL

Squar Milner Financial Services’s Buckeye Partners, L.P. BPL Stock Holding History

Squar Milner Financial Services’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
-235
Closed -$10K – 810
2019
Q2 		$10K Sell
235
-145
-38% -$5.47K 0.01% 528
2019
Q1 		$12K Buy
+380
New +$12.3K 0.01% 494

Other funds holding BPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $1.55T AUM 33.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Squar Milner Financial Services's BPL Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Buckeye Partners, L.P. (BPL) in Q3 2019, closing a stake of 235 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in BPL in Q1 2019 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 274 funds tracked by Wall St. Rank hold BPL as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Buckeye Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 235 Buckeye Partners, L.P. shares in Q3 2019, an estimated $10K.
  • Squar Milner Financial Services first reported a position in Buckeye Partners, L.P. in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Buckeye Partners, L.P. position peaked at $12K in Q1 2019.
  • 274 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.