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Brandywine Oak Private Wealth’s Plains All American Pipeline PAA Stock Holding History

Brandywine Oak Private 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
2019
Q1 		– Sell
-4,920
Closed -$98K – 497
2018
Q4 		$98K Buy
+4,920
New +$112K 0.02% 278

Other funds holding PAA

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Brandywine Oak Private Wealth's PAA Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Plains All American Pipeline (PAA) in Q1 2019, closing a stake of 4,920 shares — an estimated $98K sold.

Brandywine Oak Private Wealth first reported a position in PAA in Q4 2018 and held it in 1 quarter. The position peaked at $98K in Q4 2018. 380 funds tracked by Wall St. Rank hold PAA as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Plains All American Pipeline position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 4,920 Plains All American Pipeline shares in Q1 2019, an estimated $98K.
  • Brandywine Oak Private Wealth first reported a position in Plains All American Pipeline in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Plains All American Pipeline position peaked at $98K in Q4 2018.
  • 380 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.