Baird Financial Group’s Plains All American Pipeline PAA Stock Holding History

Baird Financial Group’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
2017 Q4	–	Sell	-42,871	Closed	-$908K	–	1292
2017 Q3	$908K	Sell	42,871 -99	-0.2%	-$2.29K	0.01%	824
2017 Q2	$1.13M	Sell	42,970 -1,038	-2%	-$28.7K	0.01%	753
2017 Q1	$1.39M	Sell	44,008 -1,087	-2%	-$34.4K	0.01%	689
2016 Q4	$1.46M	Sell	45,095 -4,130	-8%	-$130K	0.01%	646
2016 Q3	$1.55M	Sell	49,225 -300	-0.6%	-$8.58K	0.01%	624
2016 Q2	$1.44M	Sell	49,525 -150	-0.3%	-$3.63K	0.01%	636
2016 Q1	$1.04M	Sell	49,675 -7,610	-13%	-$160K	0.01%	706
2015 Q4	$1.32M	Buy	57,285 +3,175	+6%	+$85.5K	0.01%	626
2015 Q3	$1.64M	Buy	54,110 +23,280	+76%	+$851K	0.02%	564
2015 Q2	$1.34M	Buy	+30,830	New	+$1.48M	0.01%	654

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Baird Financial Group's PAA Position: Q4 2017 in Review

Baird Financial Group sold out of Plains All American Pipeline (PAA) in Q4 2017, closing a stake of 42,871 shares — an estimated $908K sold.

Baird Financial Group first reported a position in PAA in Q2 2015 and held it in 10 quarters. The position peaked at $1.64M in Q3 2015. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2017.

Baird Financial Group reported no remaining Plains All American Pipeline position as of Q4 2017 after selling out during the quarter.
Baird Financial Group sold 42,871 Plains All American Pipeline shares in Q4 2017, an estimated $908K.
Baird Financial Group first reported a position in Plains All American Pipeline in Q2 2015 and held it in 10 quarters.
Baird Financial Group's Plains All American Pipeline position peaked at $1.64M in Q3 2015.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2017.

Based on Baird Financial Group's 13F filing for Q4 2017, filed 9 Feb 2018.