TF
BPL

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

Tompkins 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
2014
Q3 		– Sell
-100
Closed -$8K – 524
2014
Q2 		$8K Buy
+100
New +$7.82K ﹤0.01% 408
2014
Q1 		– Sell
-1,700
Closed -$121K – 557
2013
Q4 		$121K Buy
+1,700
New +$114K 0.03% 180

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Tompkins Financial's BPL Position: Q3 2014 in Review

Tompkins Financial sold out of Buckeye Partners, L.P. (BPL) in Q3 2014, closing a stake of 100 shares — an estimated $8K sold.

Tompkins Financial first reported a position in BPL in Q4 2013 and held it in 2 quarters. The position peaked at $121K in Q4 2013. 356 funds tracked by Wall St. Rank hold BPL as of Q3 2014.

  • Tompkins Financial reported no remaining Buckeye Partners, L.P. position as of Q3 2014 after selling out during the quarter.
  • Tompkins Financial sold 100 Buckeye Partners, L.P. shares in Q3 2014, an estimated $8K.
  • Tompkins Financial first reported a position in Buckeye Partners, L.P. in Q4 2013 and held it in 2 quarters.
  • Tompkins Financial's Buckeye Partners, L.P. position peaked at $121K in Q4 2013.
  • 356 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2014.

Based on Tompkins Financial's 13F filing for Q3 2014, filed 10 Oct 2014.