VFA
BPL

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

Valeo 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
Q1 		– Sell
-300
Closed -$9.7K – 1674
2018
Q4 		$9K Hold
300
– – ﹤0.01% 927
2018
Q3 		$10K Hold
300
– – ﹤0.01% 984
2018
Q2 		$11K Buy
+300
New +$11.5K ﹤0.01% 929

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 23.41% 1-Year Est. Return
TCA
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Valeo Financial Advisors's BPL Position: Q1 2019 in Review

Valeo Financial Advisors sold out of Buckeye Partners, L.P. (BPL) in Q1 2019, closing a stake of 300 shares — an estimated $9.7K sold.

Valeo Financial Advisors first reported a position in BPL in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

  • Valeo Financial Advisors reported no remaining Buckeye Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 300 Buckeye Partners, L.P. shares in Q1 2019, an estimated $9.7K.
  • Valeo Financial Advisors first reported a position in Buckeye Partners, L.P. in Q2 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Buckeye Partners, L.P. position peaked at $11K in Q2 2018.
  • 276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.