Berman Capital Advisors’s Plains All American Pipeline PAA Stock Holding History

Berman Capital 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
2020 Q2	–	Sell	-1,543	Closed	-$8K	–	1761
2020 Q1	$8K	Buy	+1,543	New	+$21.2K	﹤0.01%	732
2019 Q4	–	Sell	-295	Closed	-$6K	–	1519
2019 Q3	$6K	Sell	295 -166	-36%	-$3.75K	﹤0.01%	901
2019 Q2	$11K	Buy	+461	New	+$11K	﹤0.01%	698
2019 Q1	–	Sell	-624	Closed	-$12K	–	1441
2018 Q4	$12K	Buy	+624	New	+$14.2K	﹤0.01%	478

Other funds holding PAA

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

KACA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berman Capital Advisors's PAA Position: Q2 2020 in Review

Berman Capital Advisors sold out of Plains All American Pipeline (PAA) in Q2 2020, closing a stake of 1,543 shares — an estimated $8K sold.

Berman Capital Advisors first reported a position in PAA in Q4 2018 and held it in 4 quarters. The position peaked at $12K in Q4 2018. 337 funds tracked by Wall St. Rank hold PAA as of Q2 2020.

Berman Capital Advisors reported no remaining Plains All American Pipeline position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 1,543 Plains All American Pipeline shares in Q2 2020, an estimated $8K.
Berman Capital Advisors first reported a position in Plains All American Pipeline in Q4 2018 and held it in 4 quarters.
Berman Capital Advisors's Plains All American Pipeline position peaked at $12K in Q4 2018.
337 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.