Cypress Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Cypress Wealth Advisors’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
2019 Q1	$1.74M	Buy	70,800 +15,150	+27%	+$358K	1.99%	16
2018 Q4	$1.11M	Buy	55,650 +1,850	+3%	+$42.2K	1.53%	23
2018 Q3	$1.35M	Buy	53,800 +3,000	+6%	+$75.5K	1.42%	27
2018 Q2	$1.2M	Sell	50,800 -7,675	-13%	-$185K	1.3%	29
2018 Q1	$1.29M	Sell	58,475 -9,457	-14%	-$208K	1.4%	27
2017 Q4	$1.4M	Buy	+67,932	New	+$1.38M	1.34%	28
2017 Q2	–	Sell	-28,532	Closed	-$902K	–	149
2017 Q1	$902K	Sell	28,532 -1,300	-4%	-$41.1K	0.41%	54
2016 Q4	$963K	Sell	29,832 -100	-0.3%	-$3.16K	0.44%	52
2016 Q3	$940K	Sell	29,932 -975	-3%	-$27.9K	0.42%	54
2016 Q2	$850K	Buy	30,907 +2,350	+8%	+$56.9K	0.42%	58
2016 Q1	$599K	Sell	28,557 -1,900	-6%	-$40K	0.27%	81
2015 Q4	$704K	Sell	30,457 -7,220	-19%	-$194K	0.36%	61
2015 Q3	$1.15M	Buy	37,677 +457	+1%	+$16.7K	0.62%	37
2015 Q2	$1.62M	Buy	+37,220	New	+$1.79M	0.95%	29

Other funds holding PAA

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KACA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Cypress Wealth Advisors's PAA Position: Q1 2019 in Review

Cypress Wealth Advisors increased its Plains All American Pipeline (PAA) stake by 27% in Q1 2019, buying an estimated $358K and bringing the position to 70,800 shares worth $1.74M. The position accounts for 1.99% of the portfolio, ranked #16.

Cypress Wealth Advisors first reported a position in PAA in Q2 2015 and has held it in 14 quarters since. 379 funds tracked by Wall St. Rank hold PAA as of Q1 2019.

Cypress Wealth Advisors held 70,800 shares of Plains All American Pipeline worth $1.74M as of Q1 2019.
Cypress Wealth Advisors bought 15,150 Plains All American Pipeline shares in Q1 2019, an estimated $358K.
Plains All American Pipeline made up 1.99% of Cypress Wealth Advisors's portfolio in Q1 2019, its #16 holding.
Cypress Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2015 and has held it in 14 quarters since.
379 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.