WCAMG
BPL

Woodard & Company Asset Management Group’s Buckeye Partners, L.P. BPL Stock Holding History

Woodard & Company Asset Management Group’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
Q3 		– Sell
-400
Closed -$14.1K – 269
2018
Q2 		$14.1K Hold
400
– – 0.01% 132
2018
Q1 		$14K Hold
400
– – 0.01% 139
2017
Q4 		$20K Buy
+400
New +$20.3K 0.02% 139

Other funds holding BPL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Woodard & Company Asset Management Group's BPL Position: Q3 2018 in Review

Woodard & Company Asset Management Group sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 400 shares — an estimated $14.1K sold.

Woodard & Company Asset Management Group first reported a position in BPL in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 297 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

  • Woodard & Company Asset Management Group reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 400 Buckeye Partners, L.P. shares in Q3 2018, an estimated $14.1K.
  • Woodard & Company Asset Management Group first reported a position in Buckeye Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Woodard & Company Asset Management Group's Buckeye Partners, L.P. position peaked at $20K in Q4 2017.
  • 297 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q3 2018, filed 26 Oct 2018.