Capital Asset Advisory Services’s Plains All American Pipeline PAA Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-154	Closed	-$1K	–	1256
2020 Q4	$1K	Buy	+154	New	+$1.17K	﹤0.01%	1532

Other funds holding PAA

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Capital Asset Advisory Services's PAA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Plains All American Pipeline (PAA) in Q1 2021, closing a stake of 154 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in PAA in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 341 funds tracked by Wall St. Rank hold PAA as of Q1 2021.

Capital Asset Advisory Services reported no remaining Plains All American Pipeline position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 154 Plains All American Pipeline shares in Q1 2021, an estimated $1K.
Capital Asset Advisory Services first reported a position in Plains All American Pipeline in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Plains All American Pipeline position peaked at $1K in Q4 2020.
341 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.