UCFA
BPL

United Capital Financial Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

United Capital Financial 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
2019
Q2 		– Sell
-86,102
Closed -$2.93M – 1511
2019
Q1 		$2.93M Sell
86,102
-1,693
-2% -$54.8K 0.02% 515
2018
Q4 		$2.54M Sell
87,795
-31,163
-26% -$992K 0.02% 508
2018
Q3 		$4.25M Sell
118,958
-9,600
-7% -$344K 0.03% 465
2018
Q2 		$4.52M Sell
128,558
-13,082
-9% -$499K 0.03% 432
2018
Q1 		$5.3M Sell
141,640
-1,614
-1% -$78.4K 0.04% 405
2017
Q4 		$6.99M Sell
143,254
-9,532
-6% -$484K 0.06% 357
2017
Q3 		$8.71M Buy
152,786
+5,183
+4% +$308K 0.07% 303
2017
Q2 		$9.44M Sell
147,603
-1,145
-0.8% -$75.3K 0.08% 277
2017
Q1 		$10.2M Sell
148,748
-4,140
-3% -$282K 0.1% 258
2016
Q4 		$10.1M Buy
152,888
+3,384
+2% +$223K 0.1% 253
2016
Q3 		$10.7M Buy
149,504
+1,967
+1% +$140K 0.1% 235
2016
Q2 		$10.3M Buy
147,537
+3,121
+2% +$219K 0.11% 219
2016
Q1 		$9.81M Sell
144,416
-3,444
-2% -$210K 0.11% 206
2015
Q4 		$9.75M Sell
147,860
-1,778
-1% -$116K 0.11% 199
2015
Q3 		$8.87M Sell
149,638
-7,267
-5% -$504K 0.11% 212
2015
Q2 		$11.6M Buy
156,905
+1,476
+0.9% +$116K 0.13% 181
2015
Q1 		$12.7M Buy
155,429
+4,028
+3% +$302K 0.16% 163
2014
Q4 		$11.5M Buy
151,401
+19,576
+15% +$1.51M 0.17% 147
2014
Q3 		$10.5M Buy
131,825
+1,000
+0.8% +$79.7K 0.18% 141
2014
Q2 		$10.9M Buy
130,825
+200
+0.2% +$15.6K 0.2% 130
2014
Q1 		$9.8M Buy
130,625
+550
+0.4% +$39.9K 0.21% 113
2013
Q4 		$9.24M Buy
+130,075
New +$8.75M 0.31% 92
2013
Q3 		– Sell
-127,525
Closed -$8.95M – 765
2013
Q2 		$8.95M Buy
+127,525
New +$8.28M 0.24% 111

Other funds holding BPL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's BPL Position: Q2 2019 in Review

United Capital Financial Advisors sold out of Buckeye Partners, L.P. (BPL) in Q2 2019, closing a stake of 86,102 shares — an estimated $2.93M sold.

United Capital Financial Advisors first reported a position in BPL in Q2 2013 and held it in 23 quarters. The position peaked at $12.7M in Q1 2015. 282 funds tracked by Wall St. Rank hold BPL as of Q2 2019.

  • United Capital Financial Advisors reported no remaining Buckeye Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 86,102 Buckeye Partners, L.P. shares in Q2 2019, an estimated $2.93M.
  • United Capital Financial Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 23 quarters.
  • United Capital Financial Advisors's Buckeye Partners, L.P. position peaked at $12.7M in Q1 2015.
  • 282 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2019.

Based on United Capital Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.