Crestwood Advisors Group’s Plains All American Pipeline PAA Stock Holding History

Crestwood Advisors Group’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
2023 Q4	–	Sell	-12,325	Closed	-$189K	–	411
2023 Q3	$189K	Buy	+12,325	New	+$185K	0.01%	352
2017 Q2	–	Sell	-950	Closed	-$28K	–	359
2017 Q1	$28K	Buy	+950	New	+$30K	﹤0.01%	335

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Crestwood Advisors Group's PAA Position: Q4 2023 in Review

Crestwood Advisors Group sold out of Plains All American Pipeline (PAA) in Q4 2023, closing a stake of 12,325 shares — an estimated $189K sold.

Crestwood Advisors Group first reported a position in PAA in Q1 2017 and held it in 2 quarters. The position peaked at $189K in Q3 2023. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2023.

Crestwood Advisors Group reported no remaining Plains All American Pipeline position as of Q4 2023 after selling out during the quarter.
Crestwood Advisors Group sold 12,325 Plains All American Pipeline shares in Q4 2023, an estimated $189K.
Crestwood Advisors Group first reported a position in Plains All American Pipeline in Q1 2017 and held it in 2 quarters.
Crestwood Advisors Group's Plains All American Pipeline position peaked at $189K in Q3 2023.
349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2023.

Based on Crestwood Advisors Group's 13F filing for Q4 2023, filed 29 Jan 2024.