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CWA
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
AA
ALPS Advisors
Denver, Colorado
$21.3B AUM
21.71%
1-Year Est. Return
TCA
Tortoise Capital Advisors
Overland Park, Kansas
$9.6B AUM
19.53%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BC
Brookfield Corp
Toronto, Ontario, Canada
$74.2B AUM
0.68%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
KACA
Kayne Anderson Capital Advisors
Los Angeles, California
$5.22B AUM
17.11%
1-Year Est. Return
CCM
Chickasaw Capital Management
Memphis, Tennessee
$2.78B AUM
20.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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