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Bartlett & Co Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-565
Closed -$4.66K – 1168
2020
Q4 		$4.66K Buy
+565
New +$4.29K ﹤0.01% 801

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
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 $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Bartlett & Co Wealth Management's PAA Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Plains All American Pipeline (PAA) in Q1 2021, closing a stake of 565 shares — an estimated $4.66K sold.

Bartlett & Co Wealth Management first reported a position in PAA in Q4 2020 and held it in 1 quarter. The position peaked at $4.66K in Q4 2020. 341 funds tracked by Wall St. Rank hold PAA as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Plains All American Pipeline position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 565 Plains All American Pipeline shares in Q1 2021, an estimated $4.66K.
  • Bartlett & Co Wealth Management first reported a position in Plains All American Pipeline in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Plains All American Pipeline position peaked at $4.66K in Q4 2020.
  • 341 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.