1IA
PAA icon

1834 Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

1834 Investment Advisors’s Portfolio PAA Stock Details PAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,530
Closed -$230K – 430
2019
Q4 		$230K Buy
12,530
+1,930
+18% +$35.5K 0.04% 180
2019
Q3 		$220K Buy
10,600
+600
+6% +$13.6K 0.03% 192
2019
Q2 		$244K Sell
10,000
-1,100
-10% -$26.3K 0.04% 178
2019
Q1 		$272K Buy
+11,100
New +$262K 0.04% 168
2014
Q4 		– Sell
-3,700
Closed -$218K – 157
2014
Q3 		$218K Hold
3,700
– – 0.06% 153
2014
Q2 		$222K Hold
3,700
– – 0.06% 151
2014
Q1 		$204K Buy
+3,700
New +$194K 0.06% 149
2013
Q3 		– Sell
-3,700
Closed -$206K – 154
2013
Q2 		$206K Buy
+3,700
New +$209K 0.07% 150

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return