Certified Advisory Corp’s Plains All American Pipeline PAA Stock Holding History

Certified Advisory Corp’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
2020 Q1	–	Sell	-164	Closed	-$3K	–	813
2019 Q4	$3K	Buy	164 +3	+2%	+$55	﹤0.01%	703
2019 Q3	$3K	Buy	161 +3	+2%	+$68	﹤0.01%	710
2019 Q2	$4K	Buy	158 +2	+1%	+$48	﹤0.01%	703
2019 Q1	$4K	Buy	156 +2	+1%	+$47	﹤0.01%	652
2018 Q4	$3K	Buy	154 +2	+1%	+$46	﹤0.01%	667
2018 Q3	$4K	Buy	152 +2	+1%	+$50	﹤0.01%	676
2018 Q2	$4K	Buy	150 +2	+1%	+$48	﹤0.01%	653
2018 Q1	$3K	Buy	148 +2	+1%	+$44	﹤0.01%	646
2017 Q4	$3K	Buy	+146	New	+$2.97K	﹤0.01%	614

Other funds holding PAA

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

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

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

CCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Certified Advisory Corp's PAA Position: Q1 2020 in Review

Certified Advisory Corp sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 164 shares — an estimated $3K sold.

Certified Advisory Corp first reported a position in PAA in Q4 2017 and held it in 9 quarters. The position peaked at $4K in Q2 2019. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

Certified Advisory Corp reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
Certified Advisory Corp sold 164 Plains All American Pipeline shares in Q1 2020, an estimated $3K.
Certified Advisory Corp first reported a position in Plains All American Pipeline in Q4 2017 and held it in 9 quarters.
Certified Advisory Corp's Plains All American Pipeline position peaked at $4K in Q2 2019.
368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.