AWS
PAA icon

Aris Wealth Services’s Plains All American Pipeline PAA Stock Holding History

Aris Wealth Services’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
2015
Q3 		$6K Hold
195
– – 0.01% 271
2015
Q2 		$8K Hold
195
– – 0.01% 392
2015
Q1 		$10K Buy
+195
New +$9.68K 0.01% 366

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Aris Wealth Services's PAA Position: Q3 2015 in Review

Aris Wealth Services held its Plains All American Pipeline (PAA) position steady in Q3 2015 at 195 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #271.

Aris Wealth Services first reported a position in PAA in Q1 2015 and has held it in 3 quarters since. The position peaked at $10K in Q1 2015. 459 funds tracked by Wall St. Rank hold PAA as of Q3 2015.

  • Aris Wealth Services held 195 shares of Plains All American Pipeline worth $6K as of Q3 2015.
  • Aris Wealth Services left its Plains All American Pipeline share count unchanged in Q3 2015.
  • Plains All American Pipeline made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #271 holding.
  • Aris Wealth Services first reported a position in Plains All American Pipeline in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Plains All American Pipeline position peaked at $10K in Q1 2015.
  • 459 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.