Avestar Capital’s Plains All American Pipeline PAA Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-4,706	Closed	-$113K	–	635
2019 Q2	$113K	Sell	4,706 -1,442	-23%	-$34.4K	0.07%	172
2019 Q1	$149K	Buy	6,148 +659	+12%	+$15.6K	0.1%	145
2018 Q4	$108K	Buy	5,489 +725	+15%	+$16.5K	0.07%	172
2018 Q3	$117K	Buy	4,764 +995	+26%	+$25K	0.07%	180
2018 Q2	$86K	Buy	3,769 +1,129	+43%	+$27.2K	0.05%	212
2018 Q1	$57K	Buy	2,640 +853	+48%	+$18.8K	0.04%	235
2017 Q4	$36K	Buy	+1,787	New	+$36.4K	0.03%	284

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

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

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

KACA

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

Avestar Capital's PAA Position: Q3 2019 in Review

Avestar Capital sold out of Plains All American Pipeline (PAA) in Q3 2019, closing a stake of 4,706 shares — an estimated $113K sold.

Avestar Capital first reported a position in PAA in Q4 2017 and held it in 7 quarters. The position peaked at $149K in Q1 2019. 375 funds tracked by Wall St. Rank hold PAA as of Q3 2019.

Avestar Capital reported no remaining Plains All American Pipeline position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 4,706 Plains All American Pipeline shares in Q3 2019, an estimated $113K.
Avestar Capital first reported a position in Plains All American Pipeline in Q4 2017 and held it in 7 quarters.
Avestar Capital's Plains All American Pipeline position peaked at $149K in Q1 2019.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.