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Coe Capital Management’s Plains All American Pipeline PAA Stock Holding History

Coe Capital Management’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
2015
Q4 		– Sell
-10,600
Closed -$322K – 245
2015
Q3 		$322K Sell
10,600
-19,400
-65% -$709K 0.12% 168
2015
Q2 		$1.31M Buy
30,000
+15,000
+100% +$719K 0.48% 80
2015
Q1 		$732K Sell
15,000
-10,000
-40% -$496K 0.3% 106
2014
Q4 		$1.28M Hold
25,000
– – 0.41% 82
2014
Q3 		$1.47M Hold
25,000
– – 0.55% 58
2014
Q2 		$1.5M Hold
25,000
– – 0.54% 56
2014
Q1 		$1.38M Hold
25,000
– – 0.4% 84
2013
Q4 		$1.29M Buy
+25,000
New +$1.28M 0.45% 67
2013
Q3 		– Sell
-15,000
Closed -$837K – 157
2013
Q2 		$837K Buy
+15,000
New +$849K 0.32% 104

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