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Clarus Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Clarus Wealth Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-70
Closed -$2K – 752
2018
Q2 		$2K Buy
+70
New +$2.34K ﹤0.01% 683

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Clarus Wealth Advisors's PBA Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Pembina Pipeline (PBA) in Q3 2018, closing a stake of 70 shares — an estimated $2K sold.

Clarus Wealth Advisors first reported a position in PBA in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 325 funds tracked by Wall St. Rank hold PBA as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Pembina Pipeline position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 70 Pembina Pipeline shares in Q3 2018, an estimated $2K.
  • Clarus Wealth Advisors first reported a position in Pembina Pipeline in Q2 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's Pembina Pipeline position peaked at $2K in Q2 2018.
  • 325 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.