WIA
BPL

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

Westbourne 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
-7,650
Closed -$222K – 97
2018
Q4 		$222K Sell
7,650
-3,297
-30% -$105K 0.19% 86
2018
Q3 		$391K Buy
10,947
+2,397
+28% +$85.8K 0.28% 73
2018
Q2 		$301K Sell
8,550
-3,750
-30% -$143K 0.26% 77
2018
Q1 		$460K Sell
12,300
-1,800
-13% -$87.5K 0.37% 70
2017
Q4 		$699K Buy
14,100
+2,700
+24% +$137K 0.53% 57
2017
Q3 		$650K Sell
11,400
-800
-7% -$47.5K 0.51% 56
2017
Q2 		$780K Sell
12,200
-200
-2% -$13.1K 0.63% 50
2017
Q1 		$850K Buy
12,400
+600
+5% +$40.9K 0.7% 45
2016
Q4 		$781K Buy
11,800
+1,800
+18% +$119K 0.68% 49
2016
Q3 		$716K Hold
10,000
– – 0.63% 52
2016
Q2 		$703K Sell
10,000
-800
-7% -$56.1K 0.64% 48
2016
Q1 		$734K Sell
10,800
-906
-8% -$55.3K 0.7% 46
2015
Q4 		$772K Sell
11,706
-1,300
-10% -$85.1K 0.75% 44
2015
Q3 		$771K Sell
13,006
-100
-0.8% -$6.94K 0.77% 40
2015
Q2 		$969K Buy
+13,106
New +$1.03M 0.88% 38

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 $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

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

Westbourne Investment Advisors sold out of Buckeye Partners, L.P. (BPL) in Q1 2019, closing a stake of 7,650 shares — an estimated $222K sold.

Westbourne Investment Advisors first reported a position in BPL in Q2 2015 and held it in 15 quarters. The position peaked at $969K in Q2 2015. 276 funds tracked by Wall St. Rank hold BPL as of Q1 2019.

  • Westbourne Investment Advisors reported no remaining Buckeye Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Westbourne Investment Advisors sold 7,650 Buckeye Partners, L.P. shares in Q1 2019, an estimated $222K.
  • Westbourne Investment Advisors first reported a position in Buckeye Partners, L.P. in Q2 2015 and held it in 15 quarters.
  • Westbourne Investment Advisors's Buckeye Partners, L.P. position peaked at $969K in Q2 2015.
  • 276 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2019.

Based on Westbourne Investment Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.