Evelyn V. Moreno’s Pembina Pipeline PBA Stock Holding History

Evelyn V. Moreno’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$257K	Hold	7,453	–	–	0.12%	116
2023 Q3	$224K	Hold	7,453	–	–	0.05%	128
2023 Q2	$234K	Hold	7,453	–	–	0.05%	110
2023 Q1	$241K	Sell	7,453 -1,672	-18%	-$56.4K	0.05%	105
2022 Q4	$310K	Hold	9,125	–	–	0.07%	130
2022 Q3	$277K	Hold	9,125	–	–	0.13%	122
2022 Q2	$323K	Hold	9,125	–	–	0.08%	121
2022 Q1	$343K	Buy	+9,125	New	+$308K	0.07%	75

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Evelyn V. Moreno's PBA Position: Q4 2023 in Review

Evelyn V. Moreno held its Pembina Pipeline (PBA) position steady in Q4 2023 at 7,453 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #116.

Evelyn V. Moreno first reported a position in PBA in Q1 2022 and has held it in 8 quarters since. The position peaked at $343K in Q1 2022. 366 funds tracked by Wall St. Rank hold PBA as of Q4 2023.

Evelyn V. Moreno held 7,453 shares of Pembina Pipeline worth $257K as of Q4 2023.
Evelyn V. Moreno left its Pembina Pipeline share count unchanged in Q4 2023.
Pembina Pipeline made up 0.12% of Evelyn V. Moreno's portfolio in Q4 2023, its #116 holding.
Evelyn V. Moreno first reported a position in Pembina Pipeline in Q1 2022 and has held it in 8 quarters since.
Evelyn V. Moreno's Pembina Pipeline position peaked at $343K in Q1 2022.
366 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.