Berman Capital Advisors’s Pembina Pipeline PBA Stock Holding History

Berman Capital Advisors’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$0	Hold	13	–	–	﹤0.01%	2171
2021 Q2	$0	Hold	13	–	–	﹤0.01%	1999
2021 Q1	$0	Hold	13	–	–	﹤0.01%	1862
2020 Q4	$0	Sell	13 -1,367	-99%	-$32.1K	﹤0.01%	1783
2020 Q3	$29K	Buy	1,380 +1,159	+524%	+$28.5K	0.01%	486
2020 Q2	$5K	Sell	221 -1,326	-86%	-$30.7K	﹤0.01%	988
2020 Q1	$28K	Sell	1,547 -285	-16%	-$9.36K	0.01%	416
2019 Q4	$67K	Sell	1,832 -379	-17%	-$13.6K	0.02%	272
2019 Q3	$80K	Buy	2,211 +1,750	+380%	+$64.9K	0.02%	243
2019 Q2	$16K	Buy	461 +110	+31%	+$4.01K	0.01%	579
2019 Q1	$11K	Buy	351 +56	+19%	+$1.98K	﹤0.01%	629
2018 Q4	$8K	Buy	+295	New	+$9.78K	﹤0.01%	568

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Berman Capital Advisors's PBA Position: Q3 2021 in Review

Berman Capital Advisors held its Pembina Pipeline (PBA) position steady in Q3 2021 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Berman Capital Advisors first reported a position in PBA in Q4 2018 and has held it in 12 quarters since. The position peaked at $80K in Q3 2019. 322 funds tracked by Wall St. Rank hold PBA as of Q3 2021.

Berman Capital Advisors held 13 shares of Pembina Pipeline worth $0 as of Q3 2021.
Berman Capital Advisors left its Pembina Pipeline share count unchanged in Q3 2021.
Pembina Pipeline made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2171 holding.
Berman Capital Advisors first reported a position in Pembina Pipeline in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Pembina Pipeline position peaked at $80K in Q3 2019.
322 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.