Cedar Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Cedar Wealth Management’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
2017 Q4	–	Sell	-9,060	Closed	-$192K	–	144
2017 Q3	$192K	Hold	9,060	–	–	0.11%	54
2017 Q2	$238K	Hold	9,060	–	–	0.16%	42
2017 Q1	$286K	Buy	9,060 +170	+2%	+$5.38K	0.18%	35
2016 Q4	$287K	Buy	+8,890	New	+$281K	0.2%	29
2016 Q3	–	Sell	-6,430	Closed	-$177K	–	125
2016 Q2	$177K	Buy	+6,430	New	+$156K	0.11%	47

Other funds holding PAA

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

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

TCA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cedar Wealth Management's PAA Position: Q4 2017 in Review

Cedar Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2017, closing a stake of 9,060 shares — an estimated $192K sold.

Cedar Wealth Management first reported a position in PAA in Q2 2016 and held it in 5 quarters. The position peaked at $287K in Q4 2016. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2017.

Cedar Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2017 after selling out during the quarter.
Cedar Wealth Management sold 9,060 Plains All American Pipeline shares in Q4 2017, an estimated $192K.
Cedar Wealth Management first reported a position in Plains All American Pipeline in Q2 2016 and held it in 5 quarters.
Cedar Wealth Management's Plains All American Pipeline position peaked at $287K in Q4 2016.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2017.

Based on Cedar Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.