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

Bartlett & Co’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	-$5K	–	1139
2020 Q4	$5K	Buy	+565	New	+$4.29K	﹤0.01%	795
2016 Q1	–	Sell	-546	Closed	-$13K	–	729
2015 Q4	$13K	Hold	546	–	–	﹤0.01%	594
2015 Q3	$17K	Hold	546	–	–	﹤0.01%	558
2015 Q2	$24K	Hold	546	–	–	﹤0.01%	531
2015 Q1	$27K	Hold	546	–	–	﹤0.01%	513
2014 Q4	$28K	Hold	546	–	–	﹤0.01%	511
2014 Q3	$32K	Hold	546	–	–	﹤0.01%	486
2014 Q2	$33K	Hold	546	–	–	﹤0.01%	497
2014 Q1	$30K	Hold	546	–	–	﹤0.01%	491
2013 Q4	$28K	Hold	546	–	–	﹤0.01%	475
2013 Q3	$29K	Hold	546	–	–	﹤0.01%	473
2013 Q2	$30K	Buy	+546	New	+$30.9K	﹤0.01%	462

Other funds holding PAA

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

Blackstone Inc New York $32.9B AUM 23.66% 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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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's PAA Position: Q1 2021 in Review

Bartlett & Co sold out of Plains All American Pipeline (PAA) in Q1 2021, closing a stake of 565 shares — an estimated $5K sold.

Bartlett & Co first reported a position in PAA in Q2 2013 and held it in 12 quarters. The position peaked at $33K in Q2 2014. 341 funds tracked by Wall St. Rank hold PAA as of Q1 2021.

Bartlett & Co reported no remaining Plains All American Pipeline position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 565 Plains All American Pipeline shares in Q1 2021, an estimated $5K.
Bartlett & Co first reported a position in Plains All American Pipeline in Q2 2013 and held it in 12 quarters.
Bartlett & Co's Plains All American Pipeline position peaked at $33K in Q2 2014.
341 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.