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Chesley Taft & Associates’s Plains All American Pipeline PAA Stock Holding History

Chesley Taft & Associates’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
Q4 		– Sell
-5,900
Closed -$347K – 251
2014
Q3 		$347K Hold
5,900
– – 0.04% 204
2014
Q2 		$354K Buy
5,900
+800
+16% +$45.5K 0.04% 203
2014
Q1 		$281K Buy
+5,100
New +$268K 0.03% 212

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Chesley Taft & Associates's PAA Position: Q4 2014 in Review

Chesley Taft & Associates sold out of Plains All American Pipeline (PAA) in Q4 2014, closing a stake of 5,900 shares — an estimated $347K sold.

Chesley Taft & Associates first reported a position in PAA in Q1 2014 and held it in 3 quarters. The position peaked at $354K in Q2 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q4 2014.

  • Chesley Taft & Associates reported no remaining Plains All American Pipeline position as of Q4 2014 after selling out during the quarter.
  • Chesley Taft & Associates sold 5,900 Plains All American Pipeline shares in Q4 2014, an estimated $347K.
  • Chesley Taft & Associates first reported a position in Plains All American Pipeline in Q1 2014 and held it in 3 quarters.
  • Chesley Taft & Associates's Plains All American Pipeline position peaked at $354K in Q2 2014.
  • 540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2014.

Based on Chesley Taft & Associates's 13F filing for Q4 2014, filed 12 Jan 2015.