Baird Financial Group
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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

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TCA
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Morgan Stanley
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KACA
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Franklin Resources
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return