Columbia Asset Management’s Plains All American Pipeline PAA Stock Holding History

Columbia Asset 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
2017 Q1	–	Sell	-4,300	Closed	-$139K	–	197
2016 Q4	$139K	Buy	+4,300	New	+$136K	0.05%	187
2015 Q2	–	Sell	-4,685	Closed	-$228K	–	194
2015 Q1	$228K	Buy	+4,685	New	+$233K	0.09%	174
2014 Q1	–	Sell	-1,170	Closed	-$61K	–	178
2013 Q4	$61K	Buy	+1,170	New	+$59.8K	0.03%	170

Other funds holding PAA

TCA

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

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

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

HFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Columbia Asset Management's PAA Position: Q1 2017 in Review

Columbia Asset Management sold out of Plains All American Pipeline (PAA) in Q1 2017, closing a stake of 4,300 shares — an estimated $139K sold.

Columbia Asset Management first reported a position in PAA in Q4 2013 and held it in 3 quarters. The position peaked at $228K in Q1 2015. 434 funds tracked by Wall St. Rank hold PAA as of Q1 2017.

Columbia Asset Management reported no remaining Plains All American Pipeline position as of Q1 2017 after selling out during the quarter.
Columbia Asset Management sold 4,300 Plains All American Pipeline shares in Q1 2017, an estimated $139K.
Columbia Asset Management first reported a position in Plains All American Pipeline in Q4 2013 and held it in 3 quarters.
Columbia Asset Management's Plains All American Pipeline position peaked at $228K in Q1 2015.
434 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2017.

Based on Columbia Asset Management's 13F filing for Q1 2017, filed 12 May 2017.