Whittier Trust’s Buckeye Partners, L.P. BPL Stock Holding History

Whittier Trust’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 Q2	–	Sell	-1,000	Closed	-$34K	–	1501
2019 Q1	$34K	Hold	1,000	–	–	﹤0.01%	860
2018 Q4	$29K	Hold	1,000	–	–	﹤0.01%	890
2018 Q3	$36K	Hold	1,000	–	–	﹤0.01%	851
2018 Q2	$35K	Hold	1,000	–	–	﹤0.01%	825
2018 Q1	$37K	Hold	1,000	–	–	﹤0.01%	835
2017 Q4	$50K	Hold	1,000	–	–	﹤0.01%	755
2017 Q3	$57K	Hold	1,000	–	–	﹤0.01%	712
2017 Q2	$64K	Hold	1,000	–	–	﹤0.01%	656
2017 Q1	$69K	Hold	1,000	–	–	﹤0.01%	650
2016 Q4	$66K	Hold	1,000	–	–	﹤0.01%	664
2016 Q3	$72K	Hold	1,000	–	–	﹤0.01%	638
2016 Q2	$70K	Hold	1,000	–	–	﹤0.01%	660
2016 Q1	$68K	Hold	1,000	–	–	﹤0.01%	661
2015 Q4	$66K	Hold	1,000	–	–	﹤0.01%	674
2015 Q3	$59K	Hold	1,000	–	–	﹤0.01%	687
2015 Q2	$74K	Sell	1,000 -200	-17%	-$15.7K	﹤0.01%	666
2015 Q1	$91K	Buy	1,200 +200	+20%	+$15K	﹤0.01%	612
2014 Q4	$76K	Hold	1,000	–	–	﹤0.01%	599
2014 Q3	$80K	Hold	1,000	–	–	﹤0.01%	579
2014 Q2	$83K	Hold	1,000	–	–	﹤0.01%	570
2014 Q1	$75K	Hold	1,000	–	–	﹤0.01%	594
2013 Q4	$71K	Hold	1,000	–	–	﹤0.01%	608
2013 Q3	$66K	Hold	1,000	–	–	﹤0.01%	613
2013 Q2	$70K	Buy	+1,000	New	+$65K	﹤0.01%	592

Other funds holding BPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whittier Trust's BPL Position: Q2 2019 in Review

Whittier Trust sold out of Buckeye Partners, L.P. (BPL) in Q2 2019, closing a stake of 1,000 shares — an estimated $34K sold.

Whittier Trust first reported a position in BPL in Q2 2013 and held it in 24 quarters. The position peaked at $91K in Q1 2015. 282 funds tracked by Wall St. Rank hold BPL as of Q2 2019.

Whittier Trust reported no remaining Buckeye Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Whittier Trust sold 1,000 Buckeye Partners, L.P. shares in Q2 2019, an estimated $34K.
Whittier Trust first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 24 quarters.
Whittier Trust's Buckeye Partners, L.P. position peaked at $91K in Q1 2015.
282 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q2 2019.

Based on Whittier Trust's 13F filing for Q2 2019, filed 23 Jul 2019.