SXL
BPL

Summit X LLC’s Buckeye Partners, L.P. BPL Stock Holding History

Summit X LLC’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
2018
Q1 		– Sell
-4,780
Closed -$236K – 200
2017
Q4 		$236K Buy
4,780
+103
+2% +$5.23K 0.15% 159
2017
Q3 		$266K Buy
4,677
+655
+16% +$38.9K 0.18% 148
2017
Q2 		$254K Buy
+4,022
New +$264K 0.18% 156

Other funds holding BPL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Summit X LLC's BPL Position: Q1 2018 in Review

Summit X LLC sold out of Buckeye Partners, L.P. (BPL) in Q1 2018, closing a stake of 4,780 shares — an estimated $236K sold.

Summit X LLC first reported a position in BPL in Q2 2017 and held it in 3 quarters. The position peaked at $266K in Q3 2017. 329 funds tracked by Wall St. Rank hold BPL as of Q1 2018.

  • Summit X LLC reported no remaining Buckeye Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Summit X LLC sold 4,780 Buckeye Partners, L.P. shares in Q1 2018, an estimated $236K.
  • Summit X LLC first reported a position in Buckeye Partners, L.P. in Q2 2017 and held it in 3 quarters.
  • Summit X LLC's Buckeye Partners, L.P. position peaked at $266K in Q3 2017.
  • 329 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2018.

Based on Summit X LLC's 13F filing for Q1 2018, filed 23 May 2018.