Wealthspire Advisors (Maryland)’s Buckeye Partners, L.P. BPL Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q3	–	Sell	-128	Closed	-$4K	–	2590
2018 Q2	$4K	Hold	128	–	–	﹤0.01%	1949
2018 Q1	$5K	Hold	128	–	–	﹤0.01%	1863
2017 Q4	$6K	Sell	128 -1,000	-89%	-$50.8K	﹤0.01%	1809
2017 Q3	$64K	Buy	1,128 +779	+223%	+$46.3K	0.01%	884
2017 Q2	$22K	Sell	349 -1,200	-77%	-$78.9K	﹤0.01%	1246
2017 Q1	$106K	Sell	1,549 -1,876	-55%	-$128K	0.02%	583
2016 Q4	$227K	Buy	3,425 +31	+0.9%	+$2.05K	0.03%	336
2016 Q3	$243K	Buy	3,394 +91	+3%	+$6.47K	0.04%	325
2016 Q2	$232K	Hold	3,303	–	–	0.04%	329
2016 Q1	$224K	Sell	3,303 -28	-0.8%	-$1.71K	0.04%	330
2015 Q4	$220K	Buy	+3,331	New	+$218K	0.04%	339

Other funds holding BPL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BPL Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 128 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in BPL in Q4 2015 and held it in 11 quarters. The position peaked at $243K in Q3 2016. 296 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 128 Buckeye Partners, L.P. shares in Q3 2018, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Buckeye Partners, L.P. in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Buckeye Partners, L.P. position peaked at $243K in Q3 2016.
296 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.