Fiduciary Trust’s Plains All American Pipeline PAA Stock Holding History

Fiduciary Trust’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 Q3	–	Sell	-8,916	Closed	-$217K	–	518
2019 Q2	$217K	Sell	8,916 -1,564	-15%	-$37.3K	0.01%	471
2019 Q1	$257K	Hold	10,480	–	–	0.01%	433
2018 Q4	$210K	Hold	10,480	–	–	0.01%	425
2018 Q3	$262K	Buy	+10,480	New	+$264K	0.01%	422

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Fiduciary Trust's PAA Position: Q3 2019 in Review

Fiduciary Trust sold out of Plains All American Pipeline (PAA) in Q3 2019, closing a stake of 8,916 shares — an estimated $217K sold.

Fiduciary Trust first reported a position in PAA in Q3 2018 and held it in 4 quarters. The position peaked at $262K in Q3 2018. 375 funds tracked by Wall St. Rank hold PAA as of Q3 2019.

Fiduciary Trust reported no remaining Plains All American Pipeline position as of Q3 2019 after selling out during the quarter.
Fiduciary Trust sold 8,916 Plains All American Pipeline shares in Q3 2019, an estimated $217K.
Fiduciary Trust first reported a position in Plains All American Pipeline in Q3 2018 and held it in 4 quarters.
Fiduciary Trust's Plains All American Pipeline position peaked at $262K in Q3 2018.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2019.

Based on Fiduciary Trust's 13F filing for Q3 2019, filed 12 Nov 2019.