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 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return