WA
BPL

WBH Advisory’s Buckeye Partners, L.P. BPL Stock Holding History

WBH Advisory’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
-4,595
Closed -$272K – 205
2015
Q3 		$272K Buy
4,595
+1
+0% +$69 0.11% 155
2015
Q2 		$339K Buy
4,594
+359
+8% +$28.1K 0.13% 147
2015
Q1 		$319 Sell
4,235
-74
-2% -$5.55K 0.09% 155
2014
Q4 		$326K Buy
4,309
+4
+0.1% +$308 0.12% 157
2014
Q3 		$342K Buy
4,305
+4
+0.1% +$319 0.12% 153
2014
Q2 		$357K Buy
4,301
+4
+0.1% +$313 0.14% 155
2014
Q1 		$322K Sell
4,297
-668
-13% -$48.5K 0.13% 161
2013
Q4 		$352K Buy
4,965
+870
+21% +$58.5K 0.14% 144
2013
Q3 		$268K Sell
4,095
-670
-14% -$46.3K 0.12% 161
2013
Q2 		$334K Buy
+4,765
New +$310K 0.15% 141

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 $761B 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 $564B 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