SFA
BPL

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 $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return