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Eagle Ridge Investment Management’s Plains All American Pipeline PAA Stock Holding History

Eagle Ridge Investment Management’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
2015
Q4 		– Sell
-8,631
Closed -$262K – 120
2015
Q3 		$262K Buy
+8,631
New +$315K 0.07% 100

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Ridge Investment Management's PAA Position: Q4 2015 in Review

Eagle Ridge Investment Management sold out of Plains All American Pipeline (PAA) in Q4 2015, closing a stake of 8,631 shares — an estimated $262K sold.

Eagle Ridge Investment Management first reported a position in PAA in Q3 2015 and held it in 1 quarter. The position peaked at $262K in Q3 2015. 410 funds tracked by Wall St. Rank hold PAA as of Q4 2015.

  • Eagle Ridge Investment Management reported no remaining Plains All American Pipeline position as of Q4 2015 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 8,631 Plains All American Pipeline shares in Q4 2015, an estimated $262K.
  • Eagle Ridge Investment Management first reported a position in Plains All American Pipeline in Q3 2015 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Plains All American Pipeline position peaked at $262K in Q3 2015.
  • 410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2015.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2015, filed 29 Jan 2016.