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Caldwell & Orkin’s Plains All American Pipeline PAA Stock Holding History

Caldwell & Orkin’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
2013
Q4 		– Sell
-52,900
Closed -$2.79M – 81
2013
Q3 		$2.79M Buy
52,900
+20,400
+63% +$1.09M 1.64% 30
2013
Q2 		$1.81M Buy
+32,500
New +$1.84M 1% 34

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Caldwell & Orkin's PAA Position: Q4 2013 in Review

Caldwell & Orkin sold out of Plains All American Pipeline (PAA) in Q4 2013, closing a stake of 52,900 shares — an estimated $2.79M sold.

Caldwell & Orkin first reported a position in PAA in Q2 2013 and held it in 2 quarters. The position peaked at $2.79M in Q3 2013. 499 funds tracked by Wall St. Rank hold PAA as of Q4 2013.

  • Caldwell & Orkin reported no remaining Plains All American Pipeline position as of Q4 2013 after selling out during the quarter.
  • Caldwell & Orkin sold 52,900 Plains All American Pipeline shares in Q4 2013, an estimated $2.79M.
  • Caldwell & Orkin first reported a position in Plains All American Pipeline in Q2 2013 and held it in 2 quarters.
  • Caldwell & Orkin's Plains All American Pipeline position peaked at $2.79M in Q3 2013.
  • 499 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2013.

Based on Caldwell & Orkin's 13F filing for Q4 2013, filed 7 Feb 2014.