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Clearwater Capital Advisors’s Pembina Pipeline PBA Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-600
Closed -$19K – 444
2018
Q1 		$19K Buy
+600
New +$19.9K ﹤0.01% 393

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $199B AUM 37.98% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Clearwater Capital Advisors's PBA Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Pembina Pipeline (PBA) in Q2 2018, closing a stake of 600 shares — an estimated $19K sold.

Clearwater Capital Advisors first reported a position in PBA in Q1 2018 and held it in 1 quarter. The position peaked at $19K in Q1 2018. 322 funds tracked by Wall St. Rank hold PBA as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Pembina Pipeline position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 600 Pembina Pipeline shares in Q2 2018, an estimated $19K.
  • Clearwater Capital Advisors first reported a position in Pembina Pipeline in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Pembina Pipeline position peaked at $19K in Q1 2018.
  • 322 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.