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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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 $2.79B AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sun Life Financial's BPL Position: Q1 2019 in Review

Sun Life Financial sold out of Buckeye Partners, L.P. (BPL) in Q1 2019, closing a stake of 4,000 shares — an estimated $116K sold.

Sun Life Financial first reported a position in BPL in Q4 2015 and held it in 9 quarters. The position peaked at $256K in Q2 2017. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

Sun Life Financial reported no remaining Buckeye Partners, L.P. position as of Q1 2019 after selling out during the quarter.
Sun Life Financial sold 4,000 Buckeye Partners, L.P. shares in Q1 2019, an estimated $116K.
Sun Life Financial first reported a position in Buckeye Partners, L.P. in Q4 2015 and held it in 9 quarters.
Sun Life Financial's Buckeye Partners, L.P. position peaked at $256K in Q2 2017.
276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on Sun Life Financial's 13F filing for Q1 2019, filed 14 May 2019.