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Bellwether Investment Group’s Plains All American Pipeline PAA Stock Holding History

Bellwether Investment 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
Q1 		– Sell
-1,179
Closed -$38K – 901
2016
Q4 		$38K Buy
+1,179
New +$37.3K 0.03% 317
2016
Q2 		$57K Buy
+2,064
New +$50K 0.06% 225

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Bellwether Investment Group's PAA Position: Q1 2017 in Review

Bellwether Investment Group sold out of Plains All American Pipeline (PAA) in Q1 2017, closing a stake of 1,179 shares — an estimated $38K sold.

Bellwether Investment Group first reported a position in PAA in Q2 2016 and held it in 2 quarters. The position peaked at $57K in Q2 2016. 434 funds tracked by Wall St. Rank hold PAA as of Q1 2017.

  • Bellwether Investment Group reported no remaining Plains All American Pipeline position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,179 Plains All American Pipeline shares in Q1 2017, an estimated $38K.
  • Bellwether Investment Group first reported a position in Plains All American Pipeline in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Plains All American Pipeline position peaked at $57K in Q2 2016.
  • 434 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.