EFS
Essex Financial Services’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,874
| Closed | -$387K | – | 332 |
|
|
2015
Q2 | $387K | Sell |
8,874
-3,373
| -28% | -$147K | 0.1% | 209 |
|
|
2015
Q1 | $597K | Sell |
12,247
-2,027
| -14% | -$98.8K | 0.15% | 155 |
|
|
2014
Q4 | $733K | Buy |
14,274
+2,683
| +23% | +$138K | 0.19% | 129 |
|
|
2014
Q3 | $682K | Sell |
11,591
-100
| -0.9% | -$5.88K | 0.2% | 126 |
|
|
2014
Q2 | $702K | Sell |
11,691
-300
| -3% | -$18K | 0.21% | 118 |
|
|
2014
Q1 | $661K | Sell |
11,991
-158
| -1% | -$8.71K | 0.22% | 112 |
|
|
2013
Q4 | $629K | Sell |
12,149
-2,796
| -19% | -$145K | 0.21% | 112 |
|
|
2013
Q3 | $787 | Buy |
14,945
+4,473
| +43% | +$236 | 0.25% | 89 |
|
|
2013
Q2 | $584K | Buy |
+10,472
| New | +$584K | 0.2% | 115 |
|