Wellington Management Group
BPL

Wellington Management Group’s Buckeye Partners, L.P. BPL Stock Holding History

Wellington Management Group’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
2015
Q4 		– Sell
-6,726
Closed -$399K – 2289
2015
Q3 		$399K Buy
6,726
+979
+17% +$67.9K ﹤0.01% 2013
2015
Q2 		$425K Hold
5,747
– – ﹤0.01% 1990
2015
Q1 		$434K Buy
5,747
+2,256
+65% +$169K ﹤0.01% 2016
2014
Q4 		$264K Buy
+3,491
New +$269K ﹤0.01% 2095

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wellington Management Group's BPL Position: Q4 2015 in Review

Wellington Management Group sold out of Buckeye Partners, L.P. (BPL) in Q4 2015, closing a stake of 6,726 shares — an estimated $399K sold.

Wellington Management Group first reported a position in BPL in Q4 2014 and held it in 4 quarters. The position peaked at $434K in Q1 2015. 353 funds tracked by Wall St. Rank hold BPL as of Q4 2015.

  • Wellington Management Group reported no remaining Buckeye Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Wellington Management Group sold 6,726 Buckeye Partners, L.P. shares in Q4 2015, an estimated $399K.
  • Wellington Management Group first reported a position in Buckeye Partners, L.P. in Q4 2014 and held it in 4 quarters.
  • Wellington Management Group's Buckeye Partners, L.P. position peaked at $434K in Q1 2015.
  • 353 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2015.

Based on Wellington Management Group's 13F filing for Q4 2015, filed 12 Feb 2016.