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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return