ERTS Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

ERTS 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	–	Sell	-340	Closed	-$7K	–	244
2018 Q4	$7K	Buy	+340	New	+$7.75K	0.01%	261

Other funds holding PAA

HFA

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

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CCM

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

ERTS Wealth Advisors's PAA Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q1 2019, closing a stake of 340 shares — an estimated $7K sold.

ERTS Wealth Advisors first reported a position in PAA in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 379 funds tracked by Wall St. Rank hold PAA as of Q1 2019.

ERTS Wealth Advisors reported no remaining Plains All American Pipeline position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 340 Plains All American Pipeline shares in Q1 2019, an estimated $7K.
ERTS Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Plains All American Pipeline position peaked at $7K in Q4 2018.
379 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.