Broadview Advisors’s Plains All American Pipeline PAA Stock Holding History

Broadview Advisors’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
2018 Q1	–	Sell	-19,900	Closed	-$411K	–	97
2017 Q4	$411K	Buy	+19,900	New	+$405K	0.06%	95

Other funds holding PAA

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadview Advisors's PAA Position: Q1 2018 in Review

Broadview Advisors sold out of Plains All American Pipeline (PAA) in Q1 2018, closing a stake of 19,900 shares — an estimated $411K sold.

Broadview Advisors first reported a position in PAA in Q4 2017 and held it in 1 quarter. The position peaked at $411K in Q4 2017. 364 funds tracked by Wall St. Rank hold PAA as of Q1 2018.

Broadview Advisors reported no remaining Plains All American Pipeline position as of Q1 2018 after selling out during the quarter.
Broadview Advisors sold 19,900 Plains All American Pipeline shares in Q1 2018, an estimated $411K.
Broadview Advisors first reported a position in Plains All American Pipeline in Q4 2017 and held it in 1 quarter.
Broadview Advisors's Plains All American Pipeline position peaked at $411K in Q4 2017.
364 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2018.

Based on Broadview Advisors's 13F filing for Q1 2018, filed 11 May 2018.