TPWA
BPL

TRUE Private Wealth Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

TRUE Private Wealth Advisors’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
Q4 		– Sell
-400
Closed -$14.3K – 1036
2018
Q3 		$14.3K Buy
+400
New +$14.3K ﹤0.01% 676

Other funds holding BPL

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRUE Private Wealth Advisors's BPL Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 400 shares — an estimated $14.3K sold.

TRUE Private Wealth Advisors first reported a position in BPL in Q3 2018 and held it in 1 quarter. The position peaked at $14.3K in Q3 2018. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 400 Buckeye Partners, L.P. shares in Q4 2018, an estimated $14.3K.
  • TRUE Private Wealth Advisors first reported a position in Buckeye Partners, L.P. in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Buckeye Partners, L.P. position peaked at $14.3K in Q3 2018.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.