DBT
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Dubuque Bank & Trust’s Plains All American Pipeline PAA Stock Holding History

Dubuque Bank & Trust’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
Q3 		– Sell
-9,130
Closed -$222K – 179
2019
Q2 		$222K Hold
9,130
– – 0.04% 164
2019
Q1 		$224K Buy
+9,130
New +$216K 0.04% 150
2017
Q2 		– Sell
-200
Closed -$6K – 652
2017
Q1 		$6K Hold
200
– – ﹤0.01% 531
2016
Q4 		$6K Sell
200
-200
-50% -$6.32K ﹤0.01% 470
2016
Q3 		$13K Buy
+400
New +$11.4K ﹤0.01% 369

Other funds holding PAA

TCA
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return