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

SWS Partners’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 Q2	–	Sell	-554	Closed	-$21K	–	355
2018 Q1	$21K	Hold	554	–	–	0.02%	218
2017 Q4	$27K	Buy	+554	New	+$28.1K	0.02%	201

Other funds holding BPL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

SWS Partners's BPL Position: Q2 2018 in Review

SWS Partners sold out of Buckeye Partners, L.P. (BPL) in Q2 2018, closing a stake of 554 shares — an estimated $21K sold.

SWS Partners first reported a position in BPL in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 312 funds tracked by Wall St. Rank hold BPL as of Q2 2018.

SWS Partners reported no remaining Buckeye Partners, L.P. position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 554 Buckeye Partners, L.P. shares in Q2 2018, an estimated $21K.
SWS Partners first reported a position in Buckeye Partners, L.P. in Q4 2017 and held it in 2 quarters.
SWS Partners's Buckeye Partners, L.P. position peaked at $27K in Q4 2017.
312 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.