WSTAM
BPL

Wilbanks Smith & Thomas Asset Management’s Buckeye Partners, L.P. BPL Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-300
Closed -$11K – 1519
2018
Q3 		$11K Buy
+300
New +$10.7K ﹤0.01% 1031

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BPL Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Buckeye Partners, L.P. (BPL) in Q4 2018, closing a stake of 300 shares — an estimated $11K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BPL in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 264 funds tracked by Wall St. Rank hold BPL as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Buckeye Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 300 Buckeye Partners, L.P. shares in Q4 2018, an estimated $11K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Buckeye Partners, L.P. in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Buckeye Partners, L.P. position peaked at $11K in Q3 2018.
  • 264 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.