WSC
BPL

Wellington Shields & Co’s Buckeye Partners, L.P. BPL Stock Holding History

Wellington Shields & Co’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
2013
Q3 		– Sell
-20,000
Closed -$1.4M – 119
2013
Q2 		$1.4M Buy
+20,000
New +$1.3M 0.04% 22

Other funds holding BPL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wellington Shields & Co's BPL Position: Q3 2013 in Review

Wellington Shields & Co sold out of Buckeye Partners, L.P. (BPL) in Q3 2013, closing a stake of 20,000 shares — an estimated $1.4M sold.

Wellington Shields & Co first reported a position in BPL in Q2 2013 and held it in 1 quarter. The position peaked at $1.4M in Q2 2013. 289 funds tracked by Wall St. Rank hold BPL as of Q3 2013.

  • Wellington Shields & Co reported no remaining Buckeye Partners, L.P. position as of Q3 2013 after selling out during the quarter.
  • Wellington Shields & Co sold 20,000 Buckeye Partners, L.P. shares in Q3 2013, an estimated $1.4M.
  • Wellington Shields & Co first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 1 quarter.
  • Wellington Shields & Co's Buckeye Partners, L.P. position peaked at $1.4M in Q2 2013.
  • 289 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2013.

Based on Wellington Shields & Co's 13F filing for Q3 2013, filed 15 Nov 2013.