Atlas Private Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Atlas Private Wealth Management’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 Q4	–	Sell	-600	Closed	-$4K	–	404
2020 Q3	$4K	Sell	600 -2,648	-82%	-$19.7K	﹤0.01%	360
2020 Q2	$29K	Hold	3,248	–	–	0.02%	235
2020 Q1	$17K	Sell	3,248 -1,375	-30%	-$18.9K	0.02%	262
2019 Q4	$85K	Buy	+4,623	New	+$84.9K	0.07%	169

Other funds holding PAA

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CCM

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

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

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

Atlas Private Wealth Management's PAA Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2020, closing a stake of 600 shares — an estimated $4K sold.

Atlas Private Wealth Management first reported a position in PAA in Q4 2019 and held it in 4 quarters. The position peaked at $85K in Q4 2019. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2020.

Atlas Private Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2020 after selling out during the quarter.
Atlas Private Wealth Management sold 600 Plains All American Pipeline shares in Q4 2020, an estimated $4K.
Atlas Private Wealth Management first reported a position in Plains All American Pipeline in Q4 2019 and held it in 4 quarters.
Atlas Private Wealth Management's Plains All American Pipeline position peaked at $85K in Q4 2019.
349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.