SFWA
BPL

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

Summit Financial Wealth 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
Q3 		– Sell
-3,400
Closed -$217K – 153
2017
Q2 		$217K Sell
3,400
-9,000
-73% -$592K 0.09% 138
2017
Q1 		$850K Hold
12,400
– – 0.37% 67
2016
Q4 		$820K Sell
12,400
-2,000
-14% -$132K 0.36% 71
2016
Q3 		$1.03M Hold
14,400
– – 0.45% 57
2016
Q2 		$1.01M Buy
14,400
+1,500
+12% +$105K 0.42% 62
2016
Q1 		$876K Buy
+12,900
New +$788K 0.38% 57

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Wealth Advisors's BPL Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of Buckeye Partners, L.P. (BPL) in Q3 2017, closing a stake of 3,400 shares — an estimated $217K sold.

Summit Financial Wealth Advisors first reported a position in BPL in Q1 2016 and held it in 6 quarters. The position peaked at $1.03M in Q3 2016. 371 funds tracked by Wall St. Rank hold BPL as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining Buckeye Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,400 Buckeye Partners, L.P. shares in Q3 2017, an estimated $217K.
  • Summit Financial Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q1 2016 and held it in 6 quarters.
  • Summit Financial Wealth Advisors's Buckeye Partners, L.P. position peaked at $1.03M in Q3 2016.
  • 371 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.