WCM
BPL

Windsor Capital Management’s Buckeye Partners, L.P. BPL Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-320
Closed -$18K – 496
2015
Q3 		$18K Buy
+320
New +$22.2K 0.01% 277
2014
Q1 		– Sell
-1,032
Closed -$73K – 334
2013
Q4 		$73K Hold
1,032
– – 0.04% 143
2013
Q3 		$68K Hold
1,032
– – 0.04% 146
2013
Q2 		$72K Buy
+1,032
New +$67K 0.04% 139

Other funds holding BPL

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Windsor Capital Management's BPL Position: Q4 2015 in Review

Windsor Capital Management sold out of Buckeye Partners, L.P. (BPL) in Q4 2015, closing a stake of 320 shares — an estimated $18K sold.

Windsor Capital Management first reported a position in BPL in Q2 2013 and held it in 4 quarters. The position peaked at $73K in Q4 2013. 353 funds tracked by Wall St. Rank hold BPL as of Q4 2015.

  • Windsor Capital Management reported no remaining Buckeye Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 320 Buckeye Partners, L.P. shares in Q4 2015, an estimated $18K.
  • Windsor Capital Management first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Buckeye Partners, L.P. position peaked at $73K in Q4 2013.
  • 353 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.