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Executive Wealth Management’s Pembina Pipeline PBA Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-345
Closed -$13K – 580
2019
Q2 		$13K Sell
345
-3
-0.9% -$109 ﹤0.01% 567
2019
Q1 		$13K Hold
348
– – ﹤0.01% 505
2018
Q4 		$10K Buy
+348
New +$11.5K ﹤0.01% 572

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Executive Wealth Management's PBA Position: Q3 2019 in Review

Executive Wealth Management sold out of Pembina Pipeline (PBA) in Q3 2019, closing a stake of 345 shares — an estimated $13K sold.

Executive Wealth Management first reported a position in PBA in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 341 funds tracked by Wall St. Rank hold PBA as of Q3 2019.

  • Executive Wealth Management reported no remaining Pembina Pipeline position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 345 Pembina Pipeline shares in Q3 2019, an estimated $13K.
  • Executive Wealth Management first reported a position in Pembina Pipeline in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Pembina Pipeline position peaked at $13K in Q2 2019.
  • 341 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.