CKW Financial Group’s Plains All American Pipeline PAA Stock Holding History

CKW Financial Group’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 Q1	–	Sell	-2,300	Closed	-$74K	–	174
2016 Q4	$74K	Buy	+2,300	New	+$72.7K	0.03%	75
2016 Q3	–	Sell	-2,300	Closed	-$63K	–	178
2016 Q2	$63K	Hold	2,300	–	–	0.02%	80
2016 Q1	$48K	Hold	2,300	–	–	0.02%	78
2015 Q4	$53K	Hold	2,300	–	–	0.02%	76
2015 Q3	$70K	Hold	2,300	–	–	0.03%	59
2015 Q2	$100K	Hold	2,300	–	–	0.04%	60
2015 Q1	$112K	Hold	2,300	–	–	0.04%	54
2014 Q4	$118K	Hold	2,300	–	–	0.05%	54
2014 Q3	$135K	Hold	2,300	–	–	0.06%	42
2014 Q2	$138K	Hold	2,300	–	–	0.07%	38
2014 Q1	$128K	Hold	2,300	–	–	0.06%	45
2013 Q4	$119K	Buy	+2,300	New	+$117K	0.06%	48

Other funds holding PAA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return