Capital Analysts LLC’s Plains All American Pipeline PAA Stock Holding History

Capital Analysts LLC’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
2016 Q4	–	Sell	-89	Closed	-$2.79K	–	380
2016 Q3	$2.79K	Buy	+89	New	+$2.54K	﹤0.01%	355
2013 Q3	–	Sell	-18,021	Closed	-$1.01M	–	314
2013 Q2	$1.01M	Buy	+18,021	New	+$1.02M	0.32%	81

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Capital Analysts LLC's PAA Position: Q4 2016 in Review

Capital Analysts LLC sold out of Plains All American Pipeline (PAA) in Q4 2016, closing a stake of 89 shares — an estimated $2.79K sold.

Capital Analysts LLC first reported a position in PAA in Q2 2013 and held it in 2 quarters. The position peaked at $1.01M in Q2 2013. 449 funds tracked by Wall St. Rank hold PAA as of Q4 2016.

Capital Analysts LLC reported no remaining Plains All American Pipeline position as of Q4 2016 after selling out during the quarter.
Capital Analysts LLC sold 89 Plains All American Pipeline shares in Q4 2016, an estimated $2.79K.
Capital Analysts LLC first reported a position in Plains All American Pipeline in Q2 2013 and held it in 2 quarters.
Capital Analysts LLC's Plains All American Pipeline position peaked at $1.01M in Q2 2013.
449 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2016.

Based on Capital Analysts LLC's 13F filing for Q4 2016, filed 10 Feb 2017.