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Capital Directions Investment Advisors’s Pembina Pipeline PBA Stock Holding History

Capital Directions Investment Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-425
Closed -$11K – 203
2020
Q2 		$11K Hold
425
– – ﹤0.01% 185
2020
Q1 		$8K Sell
425
-212
-33% -$6.96K ﹤0.01% 210
2019
Q4 		$24K Hold
637
– – 0.01% 182
2019
Q3 		$24K Buy
+637
New +$23.6K 0.01% 177

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Directions Investment Advisors's PBA Position: Q3 2020 in Review

Capital Directions Investment Advisors sold out of Pembina Pipeline (PBA) in Q3 2020, closing a stake of 425 shares — an estimated $11K sold.

Capital Directions Investment Advisors first reported a position in PBA in Q3 2019 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 289 funds tracked by Wall St. Rank hold PBA as of Q3 2020.

  • Capital Directions Investment Advisors reported no remaining Pembina Pipeline position as of Q3 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 425 Pembina Pipeline shares in Q3 2020, an estimated $11K.
  • Capital Directions Investment Advisors first reported a position in Pembina Pipeline in Q3 2019 and held it in 4 quarters.
  • Capital Directions Investment Advisors's Pembina Pipeline position peaked at $24K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.