WAM
BPL

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 – 2595
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

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return