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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1834 Investment Advisors's PAA Position: Q1 2020 in Review

1834 Investment Advisors sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 12,530 shares — an estimated $230K sold.

1834 Investment Advisors first reported a position in PAA in Q2 2013 and held it in 8 quarters. The position peaked at $272K in Q1 2019. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

1834 Investment Advisors reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 12,530 Plains All American Pipeline shares in Q1 2020, an estimated $230K.
1834 Investment Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 8 quarters.
1834 Investment Advisors's Plains All American Pipeline position peaked at $272K in Q1 2019.
368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.