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CapWealth Advisors’s Plains All American Pipeline PAA Stock Holding History

CapWealth Advisors’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
Q3 		– Sell
-2,000
Closed -$112K – 455
2013
Q2 		$112K Buy
+2,000
New +$113K 0.03% 108

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CapWealth Advisors's PAA Position: Q3 2013 in Review

CapWealth Advisors sold out of Plains All American Pipeline (PAA) in Q3 2013, closing a stake of 2,000 shares — an estimated $112K sold.

CapWealth Advisors first reported a position in PAA in Q2 2013 and held it in 1 quarter. The position peaked at $112K in Q2 2013. 468 funds tracked by Wall St. Rank hold PAA as of Q3 2013.

  • CapWealth Advisors reported no remaining Plains All American Pipeline position as of Q3 2013 after selling out during the quarter.
  • CapWealth Advisors sold 2,000 Plains All American Pipeline shares in Q3 2013, an estimated $112K.
  • CapWealth Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 1 quarter.
  • CapWealth Advisors's Plains All American Pipeline position peaked at $112K in Q2 2013.
  • 468 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2013.

Based on CapWealth Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.