Clear Perspective Advisors’s Plains All American Pipeline PAA Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-250	Closed	-$6K	–	349
2018 Q2	$6K	Hold	250	–	–	﹤0.01%	412
2018 Q1	$6K	Hold	250	–	–	﹤0.01%	395
2017 Q4	$5K	Hold	250	–	–	﹤0.01%	392
2017 Q3	$5K	Hold	250	–	–	﹤0.01%	391
2017 Q2	$7K	Hold	250	–	–	0.01%	370
2017 Q1	$8K	Hold	250	–	–	0.01%	331
2016 Q4	$8K	Buy	+250	New	+$7.9K	0.01%	327

Other funds holding PAA

HFA

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

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

TCA

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

KACA

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Clear Perspective Advisors's PAA Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Plains All American Pipeline (PAA) in Q3 2018, closing a stake of 250 shares — an estimated $6K sold.

Clear Perspective Advisors first reported a position in PAA in Q4 2016 and held it in 7 quarters. The position peaked at $8K in Q1 2017. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2018.

Clear Perspective Advisors reported no remaining Plains All American Pipeline position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 250 Plains All American Pipeline shares in Q3 2018, an estimated $6K.
Clear Perspective Advisors first reported a position in Plains All American Pipeline in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Plains All American Pipeline position peaked at $8K in Q1 2017.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.