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Dynamic Advisor Solutions’s Plains All American Pipeline PAA Stock Holding History

Dynamic Advisor Solutions’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
2017
Q3 		– Sell
-7,999
Closed -$210K – 229
2017
Q2 		$210K Hold
7,999
– – 0.08% 207
2017
Q1 		$253K Hold
7,999
– – 0.1% 181
2016
Q4 		$258K Buy
7,999
+250
+3% +$7.9K 0.1% 183
2016
Q3 		$243K Buy
+7,749
New +$222K 0.09% 208

Other funds holding PAA

AA
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Dynamic Advisor Solutions's PAA Position: Q3 2017 in Review

Dynamic Advisor Solutions sold out of Plains All American Pipeline (PAA) in Q3 2017, closing a stake of 7,999 shares — an estimated $210K sold.

Dynamic Advisor Solutions first reported a position in PAA in Q3 2016 and held it in 4 quarters. The position peaked at $258K in Q4 2016. 378 funds tracked by Wall St. Rank hold PAA as of Q3 2017.

  • Dynamic Advisor Solutions reported no remaining Plains All American Pipeline position as of Q3 2017 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 7,999 Plains All American Pipeline shares in Q3 2017, an estimated $210K.
  • Dynamic Advisor Solutions first reported a position in Plains All American Pipeline in Q3 2016 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Plains All American Pipeline position peaked at $258K in Q4 2016.
  • 378 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2017.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2017, filed 16 Oct 2017.