UR
BPL

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

USCA RIA’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
Q1 		– Sell
-5,355
Closed -$265K – 474
2017
Q4 		$265K Hold
5,355
– – 0.03% 376
2017
Q3 		$342K Hold
5,355
– – 0.04% 336
2017
Q2 		$342K Buy
5,355
+400
+8% +$26.3K 0.04% 339
2017
Q1 		$340K Sell
4,955
-960
-16% -$65.4K 0.05% 326
2016
Q4 		$391K Hold
5,915
– – 0.06% 288
2016
Q3 		$424K Buy
5,915
+1,715
+41% +$122K 0.07% 269
2016
Q2 		$295K Hold
4,200
– – 0.05% 301
2016
Q1 		$285K Hold
4,200
– – 0.05% 283
2015
Q4 		$277K Hold
4,200
– – 0.06% 289
2015
Q3 		$249K Hold
4,200
– – 0.06% 292
2015
Q2 		$311K Sell
4,200
-1,200
-22% -$94K 0.08% 252
2015
Q1 		$408K Hold
5,400
– – 0.11% 211
2014
Q4 		$409K Hold
5,400
– – 0.11% 209
2014
Q3 		$430K Buy
+5,400
New +$430K 0.13% 183

Other funds holding BPL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return