WA
BPL

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

Waverly 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
2015
Q4 		– Sell
-223
Closed -$13K – 427
2015
Q3 		$13K Hold
223
– – 0.01% 329
2015
Q2 		$16K Hold
223
– – 0.01% 233
2015
Q1 		$17K Hold
223
– – 0.01% 213
2014
Q4 		$17K Hold
223
– – 0.01% 230
2014
Q3 		$18K Buy
223
+3
+1% +$239 0.01% 360
2014
Q2 		$18K Buy
220
+3
+1% +$234 0.01% 352
2014
Q1 		$16K Sell
217
-367
-63% -$26.6K 0.01% 356
2013
Q4 		$41K Buy
584
+4
+0.7% +$269 0.01% 358
2013
Q3 		$38K Buy
+580
New +$40.1K 0.02% 288

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Waverly Advisors's BPL Position: Q4 2015 in Review

Waverly Advisors sold out of Buckeye Partners, L.P. (BPL) in Q4 2015, closing a stake of 223 shares — an estimated $13K sold.

Waverly Advisors first reported a position in BPL in Q3 2013 and held it in 9 quarters. The position peaked at $41K in Q4 2013. 353 funds tracked by Wall St. Rank hold BPL as of Q4 2015.

  • Waverly Advisors reported no remaining Buckeye Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 223 Buckeye Partners, L.P. shares in Q4 2015, an estimated $13K.
  • Waverly Advisors first reported a position in Buckeye Partners, L.P. in Q3 2013 and held it in 9 quarters.
  • Waverly Advisors's Buckeye Partners, L.P. position peaked at $41K in Q4 2013.
  • 353 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.