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Bush ODonnell Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Bush ODonnell Investment 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
-15,695
Closed -$324K – 32
2017
Q4 		$324K Sell
15,695
-10,805
-41% -$220K 0.26% 36
2017
Q3 		$562K Sell
26,500
-3,932
-13% -$91K 0.43% 30
2017
Q2 		$799K Hold
30,432
– – 0.49% 26
2017
Q1 		$962K Hold
30,432
– – 0.6% 25
2016
Q4 		$983K Hold
30,432
– – 0.66% 23
2016
Q3 		$956K Hold
30,432
– – 0.64% 24
2016
Q2 		$837K Hold
30,432
– – 0.56% 27
2016
Q1 		$638K Buy
30,432
+6,930
+29% +$146K 0.44% 27
2015
Q4 		$543K Buy
23,502
+9,340
+66% +$251K 0.38% 28
2015
Q3 		$430K Buy
14,162
+2,900
+26% +$106K 0.3% 29
2015
Q2 		$491K Sell
11,262
-840
-7% -$40.3K 0.3% 29
2015
Q1 		$590K Buy
12,102
+540
+5% +$26.8K 0.35% 26
2014
Q4 		$593K Hold
11,562
– – 0.32% 26
2014
Q3 		$681K Sell
11,562
-4,145
-26% -$243K 0.4% 25
2014
Q2 		$943K Sell
15,707
-1,410
-8% -$80.2K 0.53% 26
2014
Q1 		$943K Buy
17,117
+1,585
+10% +$83.2K 0.48% 24
2013
Q4 		$804K Sell
15,532
-7,700
-33% -$393K 0.42% 27
2013
Q3 		$1.22M Hold
23,232
– – 0.59% 26
2013
Q2 		$1.3M Buy
+23,232
New +$1.32M 0.65% 26

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Bush ODonnell Investment Advisors's PAA Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Plains All American Pipeline (PAA) in Q1 2018, closing a stake of 15,695 shares — an estimated $324K sold.

Bush ODonnell Investment Advisors first reported a position in PAA in Q2 2013 and held it in 19 quarters. The position peaked at $1.3M in Q2 2013. 365 funds tracked by Wall St. Rank hold PAA as of Q1 2018.

  • Bush ODonnell Investment Advisors reported no remaining Plains All American Pipeline position as of Q1 2018 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 15,695 Plains All American Pipeline shares in Q1 2018, an estimated $324K.
  • Bush ODonnell Investment Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 19 quarters.
  • Bush ODonnell Investment Advisors's Plains All American Pipeline position peaked at $1.3M in Q2 2013.
  • 365 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.