BBPWM
PAA icon

Blue Bell Private Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Blue Bell Private Wealth Management’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
2016
Q4 		– Sell
-520
Closed -$17K – 359
2016
Q3 		$17K Buy
520
+120
+30% +$3.43K 0.01% 311
2016
Q2 		$11K Hold
400
– – 0.01% 351
2016
Q1 		$8K Hold
400
– – 0.01% 375
2015
Q4 		$9K Hold
400
– – 0.01% 380
2015
Q3 		$12K Hold
400
– – 0.01% 357
2015
Q2 		$17K Hold
400
– – 0.01% 335
2015
Q1 		$19K Hold
400
– – 0.01% 314
2014
Q4 		$20K Hold
400
– – 0.01% 324
2014
Q3 		$24K Hold
400
– – 0.01% 323
2014
Q2 		$24K Hold
400
– – 0.01% 307
2014
Q1 		$22K Hold
400
– – 0.01% 289
2013
Q4 		$21K Buy
+400
New +$20.4K 0.02% 310

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return