BW
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Bison Wealth’s Plains All American Pipeline PAA Stock Holding History

Bison Wealth’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
Q1 		– Sell
-11,754
Closed -$216K – 380
2019
Q4 		$216K Sell
11,754
-700
-6% -$12.9K 0.1% 218
2019
Q3 		$258K Buy
12,454
+2,100
+20% +$47.5K 0.14% 172
2019
Q2 		$252K Buy
+10,354
New +$247K 0.15% 171
2015
Q3 		– Sell
-6,020
Closed -$258K – 248
2015
Q2 		$258K Sell
6,020
-227
-4% -$10.9K 0.15% 181
2015
Q1 		$305K Buy
6,247
+177
+3% +$8.79K 0.19% 158
2014
Q4 		$312K Buy
+6,070
New +$322K 0.24% 131

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return