SW
BPL

SVB Wealth’s Buckeye Partners, L.P. BPL Stock Holding History

SVB Wealth’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
2016
Q1 		– Sell
-15,950
Closed -$1.05M – 550
2015
Q4 		$1.05M Sell
15,950
-2,580
-14% -$169K 0.04% 265
2015
Q3 		$1.1M Buy
18,530
+200
+1% +$13.9K 0.04% 290
2015
Q2 		$1.35M Buy
18,330
+350
+2% +$27.4K 0.04% 284
2015
Q1 		$1.36M Buy
17,980
+8,430
+88% +$632K 0.04% 285
2014
Q4 		$723K Buy
+9,550
New +$736K 0.02% 350

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Goldman Sachs
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth's BPL Position: Q1 2016 in Review

SVB Wealth sold out of Buckeye Partners, L.P. (BPL) in Q1 2016, closing a stake of 15,950 shares — an estimated $1.05M sold.

SVB Wealth first reported a position in BPL in Q4 2014 and held it in 5 quarters. The position peaked at $1.36M in Q1 2015. 356 funds tracked by Wall St. Rank hold BPL as of Q1 2016.

  • SVB Wealth reported no remaining Buckeye Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • SVB Wealth sold 15,950 Buckeye Partners, L.P. shares in Q1 2016, an estimated $1.05M.
  • SVB Wealth first reported a position in Buckeye Partners, L.P. in Q4 2014 and held it in 5 quarters.
  • SVB Wealth's Buckeye Partners, L.P. position peaked at $1.36M in Q1 2015.
  • 356 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2016.

Based on SVB Wealth's 13F filing for Q1 2016, filed 13 May 2016.