Edgemoor Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Edgemoor Investment 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
2020 Q1	–	Sell	-13,050	Closed	-$240K	–	128
2019 Q4	$240K	Sell	13,050 -840	-6%	-$15.4K	0.03%	122
2019 Q3	$288K	Hold	13,890	–	–	0.04%	113
2019 Q2	$338K	Hold	13,890	–	–	0.04%	107
2019 Q1	$340K	Sell	13,890 -535	-4%	-$12.6K	0.04%	106
2018 Q4	$289K	Sell	14,425 -625	-4%	-$14.2K	0.04%	111
2018 Q3	$376K	Hold	15,050	–	–	0.05%	101
2018 Q2	$356K	Hold	15,050	–	–	0.05%	105
2018 Q1	$332K	Hold	15,050	–	–	0.04%	113
2017 Q4	$345K	Sell	15,050 -2,000	-12%	-$40.7K	0.04%	111
2017 Q3	$361K	Hold	17,050	–	–	0.05%	110
2017 Q2	$448K	Buy	17,050 +8,000	+88%	+$221K	0.06%	103
2017 Q1	$286K	Hold	9,050	–	–	0.04%	111
2016 Q4	$292K	Hold	9,050	–	–	0.04%	102
2016 Q3	$284K	Sell	9,050 -817	-8%	-$23.4K	0.04%	104
2016 Q2	$271K	Hold	9,867	–	–	0.04%	106
2016 Q1	$207K	Hold	9,867	–	–	0.03%	117
2015 Q4	$228K	Hold	9,867	–	–	0.03%	127
2015 Q3	$300K	Hold	9,867	–	–	0.05%	121
2015 Q2	$430K	Hold	9,867	–	–	0.06%	109
2015 Q1	$481K	Buy	9,867 +817	+9%	+$40.6K	0.07%	102
2014 Q4	$464K	Hold	9,050	–	–	0.07%	102
2014 Q3	$533K	Hold	9,050	–	–	0.08%	106
2014 Q2	$543K	Hold	9,050	–	–	0.08%	107
2014 Q1	$499K	Hold	9,050	–	–	0.08%	99
2013 Q4	$469K	Hold	9,050	–	–	0.07%	103
2013 Q3	$477K	Hold	9,050	–	–	0.08%	103
2013 Q2	$505K	Buy	+9,050	New	+$512K	0.09%	103

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Edgemoor Investment Advisors's PAA Position: Q1 2020 in Review

Edgemoor Investment Advisors sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 13,050 shares — an estimated $240K sold.

Edgemoor Investment Advisors first reported a position in PAA in Q2 2013 and held it in 27 quarters. The position peaked at $543K in Q2 2014. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

Edgemoor Investment Advisors reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
Edgemoor Investment Advisors sold 13,050 Plains All American Pipeline shares in Q1 2020, an estimated $240K.
Edgemoor Investment Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 27 quarters.
Edgemoor Investment Advisors's Plains All American Pipeline position peaked at $543K in Q2 2014.
368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2020, filed 6 May 2020.