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Bel Air Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Bel Air Investment Advisors’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
2013
Q3 		$1.91M Hold
36,202
– – 0.27% 41
2013
Q2 		$2.02M Buy
+36,202
New +$2.05M 0.3% 38

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Bel Air Investment Advisors's PAA Position: Q3 2013 in Review

Bel Air Investment Advisors held its Plains All American Pipeline (PAA) position steady in Q3 2013 at 36,202 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #41.

Bel Air Investment Advisors first reported a position in PAA in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.02M in Q2 2013. 468 funds tracked by Wall St. Rank hold PAA as of Q3 2013.

  • Bel Air Investment Advisors held 36,202 shares of Plains All American Pipeline worth $1.91M as of Q3 2013.
  • Bel Air Investment Advisors left its Plains All American Pipeline share count unchanged in Q3 2013.
  • Plains All American Pipeline made up 0.27% of Bel Air Investment Advisors's portfolio in Q3 2013, its #41 holding.
  • Bel Air Investment Advisors first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Plains All American Pipeline position peaked at $2.02M in Q2 2013.
  • 468 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.