WA
BPL

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

WFG 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
2017
Q2 		$91K Buy
1,420
+296
+26% +$19.5K 0.02% 545
2017
Q1 		$77K Sell
1,124
-296
-21% -$20.2K 0.02% 559
2016
Q4 		$94K Hold
1,420
– – 0.02% 536
2016
Q3 		$102K Buy
1,420
+200
+16% +$14.2K 0.03% 514
2016
Q2 		$86K Hold
1,220
– – 0.02% 539
2016
Q1 		$83K Hold
1,220
– – 0.02% 527
2015
Q4 		$80K Buy
1,220
+120
+11% +$7.86K 0.02% 526
2015
Q3 		$65K Hold
1,100
– – 0.02% 565
2015
Q2 		$81K Sell
1,100
-46
-4% -$3.6K 0.02% 592
2015
Q1 		$87K Sell
1,146
-1,780
-61% -$134K 0.02% 575
2014
Q4 		$221K Sell
2,926
-953
-25% -$73.4K 0.04% 395
2014
Q3 		$309K Sell
3,879
-27,367
-88% -$2.18M 0.06% 350
2014
Q2 		$2.6M Buy
31,246
+27,373
+707% +$2.14M 0.48% 32
2014
Q1 		$291K Sell
3,873
-3,709
-49% -$269K 0.06% 358
2013
Q4 		$538K Buy
7,582
+528
+7% +$35.5K 0.08% 297
2013
Q3 		$462K Buy
7,054
+204
+3% +$14.1K 0.07% 295
2013
Q2 		$481K Buy
+6,850
New +$445K 0.08% 273

Other funds holding BPL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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 $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's BPL Position: Q2 2017 in Review

WFG Advisors increased its Buckeye Partners, L.P. (BPL) stake by 26% in Q2 2017, buying an estimated $19.5K and bringing the position to 1,420 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #545.

WFG Advisors first reported a position in BPL in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.6M in Q2 2014. 394 funds tracked by Wall St. Rank hold BPL as of Q2 2017.

  • WFG Advisors held 1,420 shares of Buckeye Partners, L.P. worth $91K as of Q2 2017.
  • WFG Advisors bought 296 Buckeye Partners, L.P. shares in Q2 2017, an estimated $19.5K.
  • Buckeye Partners, L.P. made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #545 holding.
  • WFG Advisors first reported a position in Buckeye Partners, L.P. in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Buckeye Partners, L.P. position peaked at $2.6M in Q2 2014.
  • 394 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.