Sugarloaf Wealth Management’s BP Midstream Partners LP Common Units representing Limited Partner Interests BPMP Stock Holding History

Sugarloaf Wealth Management’s Portfolio BPMP Stock Details BPMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-111	Closed	-$1K	–	767
2020 Q3	$1K	Buy	111 +3	+3%	+$33	﹤0.01%	658
2020 Q2	$1K	Buy	108 +3	+3%	+$34	﹤0.01%	661
2020 Q1	$1K	Buy	105 +3	+3%	+$39	﹤0.01%	671
2019 Q4	$2K	Buy	+102	New	+$1.51K	﹤0.01%	654

Other funds holding BPMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sugarloaf Wealth Management's BPMP Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of BP Midstream Partners LP Common Units representing Limited Partner Interests (BPMP) in Q4 2020, closing a stake of 111 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in BPMP in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 83 funds tracked by Wall St. Rank hold BPMP as of Q4 2020.

Sugarloaf Wealth Management reported no remaining BP Midstream Partners LP Common Units representing Limited Partner Interests position as of Q4 2020 after selling out during the quarter.
Sugarloaf Wealth Management sold 111 BP Midstream Partners LP Common Units representing Limited Partner Interests shares in Q4 2020, an estimated $1K.
Sugarloaf Wealth Management first reported a position in BP Midstream Partners LP Common Units representing Limited Partner Interests in Q4 2019 and held it in 4 quarters.
Sugarloaf Wealth Management's BP Midstream Partners LP Common Units representing Limited Partner Interests position peaked at $2K in Q4 2019.
83 funds tracked by Wall St. Rank held BP Midstream Partners LP Common Units representing Limited Partner Interests as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.