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

Staton 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 Q2	$2.09M	Sell	32,670 -1,472	-4%	-$96.8K	1.77%	28
2017 Q1	$2.34M	Sell	34,142 -145	-0.4%	-$9.88K	2.01%	27
2016 Q4	$2.27M	Buy	34,287 +334	+1%	+$22K	2.05%	25
2016 Q3	$2.43M	Sell	33,953 -1,645	-5%	-$117K	2.23%	25
2016 Q2	$2.5M	Sell	35,598 -1,100	-3%	-$77.1K	2.29%	23
2016 Q1	$2.49M	Sell	36,698 -1,870	-5%	-$114K	2.39%	23
2015 Q4	$2.54M	Sell	38,568 -933	-2%	-$61.1K	2.6%	19
2015 Q3	$2.34M	Sell	39,501 -464	-1%	-$32.2K	2.48%	23
2015 Q2	$2.96M	Buy	39,965 +50	+0.1%	+$3.92K	2.81%	18
2015 Q1	$3.01M	Buy	+39,915	New	+$2.99M	2.75%	21

Other funds holding BPL

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HFA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Staton Financial Advisors's BPL Position: Q2 2017 in Review

Staton Financial Advisors reduced its Buckeye Partners, L.P. (BPL) stake by 4.3% in Q2 2017, selling an estimated $96.8K and leaving 32,670 shares worth $2.09M. The position accounts for 1.77% of the portfolio, ranked #28.

Staton Financial Advisors first reported a position in BPL in Q1 2015 and has held it in 10 quarters since. The position peaked at $3.01M in Q1 2015. 394 funds tracked by Wall St. Rank hold BPL as of Q2 2017.

Staton Financial Advisors held 32,670 shares of Buckeye Partners, L.P. worth $2.09M as of Q2 2017.
Staton Financial Advisors sold 1,472 Buckeye Partners, L.P. shares in Q2 2017, an estimated $96.8K.
Buckeye Partners, L.P. made up 1.77% of Staton Financial Advisors's portfolio in Q2 2017, its #28 holding.
Staton Financial Advisors first reported a position in Buckeye Partners, L.P. in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's Buckeye Partners, L.P. position peaked at $3.01M in Q1 2015.
394 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.