VWM
BPL

Valley Wealth Managers’s Buckeye Partners, L.P. BPL Stock Holding History

Valley Wealth Managers’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
2017
Q2 		– Sell
-150
Closed -$10K – 195
2017
Q1 		$10K Buy
150
+50
+50% +$3.41K ﹤0.01% 173
2016
Q4 		$7K Buy
+100
New +$6.6K ﹤0.01% 187

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valley Wealth Managers's BPL Position: Q2 2017 in Review

Valley Wealth Managers sold out of Buckeye Partners, L.P. (BPL) in Q2 2017, closing a stake of 150 shares — an estimated $10K sold.

Valley Wealth Managers first reported a position in BPL in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 394 funds tracked by Wall St. Rank hold BPL as of Q2 2017.

  • Valley Wealth Managers reported no remaining Buckeye Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 150 Buckeye Partners, L.P. shares in Q2 2017, an estimated $10K.
  • Valley Wealth Managers first reported a position in Buckeye Partners, L.P. in Q4 2016 and held it in 2 quarters.
  • Valley Wealth Managers's Buckeye Partners, L.P. position peaked at $10K in Q1 2017.
  • 394 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.