Boston Private Bank & Trust’s Plains All American Pipeline PAA Stock Holding History

Boston Private Bank & Trust’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	$261K	Hold	5,355	–	–	0.01%	359
2014 Q4	$275K	Hold	5,355	–	–	0.01%	357
2014 Q3	$315K	Hold	5,355	–	–	0.02%	345
2014 Q2	$322K	Hold	5,355	–	–	0.02%	340
2014 Q1	$295K	Sell	5,355 -1,700	-24%	-$89.2K	0.01%	350
2013 Q4	$365K	Buy	7,055 +1,965	+39%	+$100K	0.02%	323
2013 Q3	$268K	Sell	5,090 -400	-7%	-$21.4K	0.01%	346
2013 Q2	$306K	Buy	+5,490	New	+$311K	0.02%	321

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $5.22B AUM 17.11% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HFA

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

Boston Private Bank & Trust's PAA Position: Q1 2015 in Review

Boston Private Bank & Trust held its Plains All American Pipeline (PAA) position steady in Q1 2015 at 5,355 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #359.

Boston Private Bank & Trust first reported a position in PAA in Q2 2013 and has held it in 8 quarters since. The position peaked at $365K in Q4 2013. 543 funds tracked by Wall St. Rank hold PAA as of Q1 2015.

Boston Private Bank & Trust held 5,355 shares of Plains All American Pipeline worth $261K as of Q1 2015.
Boston Private Bank & Trust left its Plains All American Pipeline share count unchanged in Q1 2015.
Plains All American Pipeline made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #359 holding.
Boston Private Bank & Trust first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Plains All American Pipeline position peaked at $365K in Q4 2013.
543 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.