AmeriServ Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

AmeriServ Wealth 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
2014 Q4	–	Sell	-5,535	Closed	-$326K	–	124
2014 Q3	$326K	Hold	5,535	–	–	0.56%	67
2014 Q2	$332K	Hold	5,535	–	–	0.36%	78
2014 Q1	$305K	Hold	5,535	–	–	0.31%	89
2013 Q4	$287K	Sell	5,535 -35	-0.6%	-$1.79K	0.17%	142
2013 Q3	$293K	Hold	5,570	–	–	0.19%	133
2013 Q2	$311K	Buy	+5,570	New	+$315K	0.2%	132

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HFA

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

AmeriServ Wealth Advisors's PAA Position: Q4 2014 in Review

AmeriServ Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q4 2014, closing a stake of 5,535 shares — an estimated $326K sold.

AmeriServ Wealth Advisors first reported a position in PAA in Q2 2013 and held it in 6 quarters. The position peaked at $332K in Q2 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q4 2014.

AmeriServ Wealth Advisors reported no remaining Plains All American Pipeline position as of Q4 2014 after selling out during the quarter.
AmeriServ Wealth Advisors sold 5,535 Plains All American Pipeline shares in Q4 2014, an estimated $326K.
AmeriServ Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 6 quarters.
AmeriServ Wealth Advisors's Plains All American Pipeline position peaked at $332K in Q2 2014.
540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.