YWP
BPL

YorkBridge Wealth Partners’s Buckeye Partners, L.P. BPL Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-450
Closed -$23K – 902
2017
Q4 		$23K Sell
450
-57
-11% -$2.9K 0.01% 477
2017
Q3 		$29K Hold
507
– – 0.02% 446
2017
Q2 		$33K Hold
507
– – 0.02% 431
2017
Q1 		$35K Buy
507
+450
+789% +$30.7K 0.02% 417
2016
Q4 		$4K Buy
+57
New +$3.76K ﹤0.01% 698

Other funds holding BPL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

YorkBridge Wealth Partners's BPL Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Buckeye Partners, L.P. (BPL) in Q1 2018, closing a stake of 450 shares — an estimated $23K sold.

YorkBridge Wealth Partners first reported a position in BPL in Q4 2016 and held it in 5 quarters. The position peaked at $35K in Q1 2017. 329 funds tracked by Wall St. Rank hold BPL as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Buckeye Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 450 Buckeye Partners, L.P. shares in Q1 2018, an estimated $23K.
  • YorkBridge Wealth Partners first reported a position in Buckeye Partners, L.P. in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Buckeye Partners, L.P. position peaked at $35K in Q1 2017.
  • 329 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.