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Capital Wealth Planning’s Plains All American Pipeline PAA Stock Holding History

Capital Wealth Planning’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
2014
Q1 		– Sell
-20,000
Closed -$1.13M – 136
2013
Q4 		$1.13M Hold
20,000
– – 1.36% 19
2013
Q3 		$1.05M Hold
20,000
– – 0.47% 39
2013
Q2 		$1.12M Buy
+20,000
New +$1.13M 0.88% 26

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Capital Wealth Planning's PAA Position: Q1 2014 in Review

Capital Wealth Planning sold out of Plains All American Pipeline (PAA) in Q1 2014, closing a stake of 20,000 shares — an estimated $1.13M sold.

Capital Wealth Planning first reported a position in PAA in Q2 2013 and held it in 3 quarters. The position peaked at $1.13M in Q4 2013. 506 funds tracked by Wall St. Rank hold PAA as of Q1 2014.

  • Capital Wealth Planning reported no remaining Plains All American Pipeline position as of Q1 2014 after selling out during the quarter.
  • Capital Wealth Planning sold 20,000 Plains All American Pipeline shares in Q1 2014, an estimated $1.13M.
  • Capital Wealth Planning first reported a position in Plains All American Pipeline in Q2 2013 and held it in 3 quarters.
  • Capital Wealth Planning's Plains All American Pipeline position peaked at $1.13M in Q4 2013.
  • 506 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2014.

Based on Capital Wealth Planning's 13F filing for Q1 2014, filed 16 May 2014.