SLF
BPL

Sun Life Financial’s Buckeye Partners, L.P. BPL Stock Holding History

Sun Life Financial’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
2019
Q1 		– Sell
-4,000
Closed -$116K – 634
2018
Q4 		$116K Hold
4,000
– – 0.02% 275
2018
Q3 		$143K Hold
4,000
– – 0.03% 285
2018
Q2 		$141K Buy
4,000
+3,850
+2,567% +$147K 0.02% 276
2018
Q1 		$4K Sell
150
-3,850
-96% -$187K 0.04% 154
2017
Q4 		$198K Hold
4,000
– – 0.02% 143
2017
Q3 		$228K Hold
4,000
– – 0.02% 214
2017
Q2 		$256K Buy
4,000
+3,726
+1,360% +$245K 0.03% 192
2017
Q1 		$4K Buy
+274
New +$18.7K 0.01% 88
2016
Q1 		– Sell
-800
Closed -$53K – 166
2015
Q4 		$53K Buy
+800
New +$52.4K 0.01% 100

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 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return