Wolf Group Capital Advisors’s Buckeye Partners, L.P. BPL Stock Holding History

Wolf Group Capital 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 Q4	–	Sell	-9,529	Closed	-$524K	–	108
2017 Q3	$524K	Sell	9,529 -2,955	-24%	-$176K	0.36%	79
2017 Q2	$798K	Sell	12,484 -1,871	-13%	-$123K	0.61%	57
2017 Q1	$984K	Sell	14,355 -3,404	-19%	-$232K	0.65%	55
2016 Q4	$1.18M	Sell	17,759 -8,806	-33%	-$581K	0.79%	52
2016 Q3	$1.9M	Buy	26,565 +22,762	+599%	+$1.62M	1.33%	34
2016 Q2	$267K	Buy	+3,803	New	+$267K	0.2%	91

Other funds holding BPL

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

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 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Wolf Group Capital Advisors's BPL Position: Q4 2017 in Review

Wolf Group Capital Advisors sold out of Buckeye Partners, L.P. (BPL) in Q4 2017, closing a stake of 9,529 shares — an estimated $524K sold.

Wolf Group Capital Advisors first reported a position in BPL in Q2 2016 and held it in 6 quarters. The position peaked at $1.9M in Q3 2016. 369 funds tracked by Wall St. Rank hold BPL as of Q4 2017.

Wolf Group Capital Advisors reported no remaining Buckeye Partners, L.P. position as of Q4 2017 after selling out during the quarter.
Wolf Group Capital Advisors sold 9,529 Buckeye Partners, L.P. shares in Q4 2017, an estimated $524K.
Wolf Group Capital Advisors first reported a position in Buckeye Partners, L.P. in Q2 2016 and held it in 6 quarters.
Wolf Group Capital Advisors's Buckeye Partners, L.P. position peaked at $1.9M in Q3 2016.
369 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q4 2017.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.