Belmont Global Advisors’s Plains All American Pipeline PAA Stock Holding History

Belmont Global 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
2015 Q1	–	Sell	-28,505	Closed	-$1.46M	–	102
2014 Q4	$1.46M	Sell	28,505 -8,495	-23%	-$451K	1.44%	19
2014 Q3	$2.18M	Hold	37,000	–	–	1.71%	15
2014 Q2	$2.22M	Sell	37,000 -7,000	-16%	-$398K	1.6%	15
2014 Q1	$2.42M	Sell	44,000 -8,105	-16%	-$425K	2.04%	9
2013 Q4	$2.7M	Buy	+52,105	New	+$2.66M	2.18%	7

Other funds holding PAA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Belmont Global Advisors's PAA Position: Q1 2015 in Review

Belmont Global Advisors sold out of Plains All American Pipeline (PAA) in Q1 2015, closing a stake of 28,505 shares — an estimated $1.46M sold.

Belmont Global Advisors first reported a position in PAA in Q4 2013 and held it in 5 quarters. The position peaked at $2.7M in Q4 2013. 543 funds tracked by Wall St. Rank hold PAA as of Q1 2015.

Belmont Global Advisors reported no remaining Plains All American Pipeline position as of Q1 2015 after selling out during the quarter.
Belmont Global Advisors sold 28,505 Plains All American Pipeline shares in Q1 2015, an estimated $1.46M.
Belmont Global Advisors first reported a position in Plains All American Pipeline in Q4 2013 and held it in 5 quarters.
Belmont Global Advisors's Plains All American Pipeline position peaked at $2.7M in Q4 2013.
543 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2015.

Based on Belmont Global Advisors's 13F filing for Q1 2015, filed 15 May 2015.