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 		$319K 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 $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $121B AUM 27.52% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

WBH Advisory's BPL Position: Q4 2015 in Review

WBH Advisory sold out of Buckeye Partners, L.P. (BPL) in Q4 2015, closing a stake of 4,595 shares — an estimated $272K sold.

WBH Advisory first reported a position in BPL in Q2 2013 and held it in 10 quarters. The position peaked at $357K in Q2 2014. 353 funds tracked by Wall St. Rank hold BPL as of Q4 2015.

  • WBH Advisory reported no remaining Buckeye Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • WBH Advisory sold 4,595 Buckeye Partners, L.P. shares in Q4 2015, an estimated $272K.
  • WBH Advisory first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 10 quarters.
  • WBH Advisory's Buckeye Partners, L.P. position peaked at $357K in Q2 2014.
  • 353 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2015.

Based on WBH Advisory's 13F filing for Q4 2015, filed 19 Jan 2016.