WF
BPL

WealthTrust Fairport’s Buckeye Partners, L.P. BPL Stock Holding History

WealthTrust Fairport’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 		$20K Hold
575
– – ﹤0.01% 298
2018
Q4 		$17K Hold
575
– – ﹤0.01% 290
2018
Q3 		$21K Hold
575
– – ﹤0.01% 323
2018
Q2 		$20K Hold
575
– – ﹤0.01% 320
2018
Q1 		$21K Buy
+575
New +$27.9K ﹤0.01% 329

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 $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WealthTrust Fairport's BPL Position: Q1 2019 in Review

WealthTrust Fairport held its Buckeye Partners, L.P. (BPL) position steady in Q1 2019 at 575 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

WealthTrust Fairport first reported a position in BPL in Q1 2018 and has held it in 5 quarters since. The position peaked at $21K in Q3 2018. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

  • WealthTrust Fairport held 575 shares of Buckeye Partners, L.P. worth $20K as of Q1 2019.
  • WealthTrust Fairport left its Buckeye Partners, L.P. share count unchanged in Q1 2019.
  • Buckeye Partners, L.P. made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #298 holding.
  • WealthTrust Fairport first reported a position in Buckeye Partners, L.P. in Q1 2018 and has held it in 5 quarters since.
  • WealthTrust Fairport's Buckeye Partners, L.P. position peaked at $21K in Q3 2018.
  • 276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.