WIA
BPL

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

Wealthstreet Investment 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
2019
Q1 		– Sell
-7,780
Closed -$234K – 351
2018
Q4 		$234K Sell
7,780
-3,780
-33% -$120K 0.03% 299
2018
Q3 		$413K Sell
11,560
-2,025
-15% -$72.5K 0.05% 258
2018
Q2 		$477K Sell
13,585
-5,050
-27% -$193K 0.06% 243
2018
Q1 		$697K Sell
18,635
-2,700
-13% -$131K 0.09% 196
2017
Q4 		$1.06M Buy
+21,335
New +$1.08M 0.13% 150

Other funds holding BPL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealthstreet Investment Advisors's BPL Position: Q1 2019 in Review

Wealthstreet Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q1 2019, closing a stake of 7,780 shares — an estimated $234K sold.

Wealthstreet Investment Advisors first reported a position in BPL in Q4 2017 and held it in 5 quarters. The position peaked at $1.06M in Q4 2017. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

  • Wealthstreet Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 7,780 Buckeye Partners, L.P. shares in Q1 2019, an estimated $234K.
  • Wealthstreet Investment Advisors first reported a position in Buckeye Partners, L.P. in Q4 2017 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's Buckeye Partners, L.P. position peaked at $1.06M in Q4 2017.
  • 276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2019, filed 1 May 2019.