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CA Family Wealth’s Plains All American Pipeline PAA Stock Holding History

CA Family 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
2020
Q1 		– Sell
-21,262
Closed -$391K – 111
2019
Q4 		$391K Buy
+21,262
New +$391K 0.26% 34

Other funds holding PAA

AA
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $1.56T AUM 27.86% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CA Family Wealth's PAA Position: Q1 2020 in Review

CA Family Wealth sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 21,262 shares — an estimated $391K sold.

CA Family Wealth first reported a position in PAA in Q4 2019 and held it in 1 quarter. The position peaked at $391K in Q4 2019. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

  • CA Family Wealth reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 21,262 Plains All American Pipeline shares in Q1 2020, an estimated $391K.
  • CA Family Wealth first reported a position in Plains All American Pipeline in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's Plains All American Pipeline position peaked at $391K in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.