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Community Financial System’s Plains All American Pipeline PAA Stock Holding History

Community Financial System’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
2014
Q3 		$35K Hold
600
– – 0.01% 258
2014
Q2 		$36K Hold
600
– – 0.01% 256
2014
Q1 		$33K Hold
600
– – 0.01% 266
2013
Q4 		$31K Hold
600
– – 0.01% 273
2013
Q3 		$32K Hold
600
– – 0.01% 257
2013
Q2 		$33K Buy
+600
New +$34K 0.01% 243

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Community Financial System's PAA Position: Q3 2014 in Review

Community Financial System held its Plains All American Pipeline (PAA) position steady in Q3 2014 at 600 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #258.

Community Financial System first reported a position in PAA in Q2 2013 and has held it in 6 quarters since. The position peaked at $36K in Q2 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q3 2014.

  • Community Financial System held 600 shares of Plains All American Pipeline worth $35K as of Q3 2014.
  • Community Financial System left its Plains All American Pipeline share count unchanged in Q3 2014.
  • Plains All American Pipeline made up 0.01% of Community Financial System's portfolio in Q3 2014, its #258 holding.
  • Community Financial System first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 6 quarters since.
  • Community Financial System's Plains All American Pipeline position peaked at $36K in Q2 2014.
  • 540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.