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Financial Architects (New Jersey)’s Plains All American Pipeline PAA Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-3,500
Closed -$73K – 977
2019
Q3 		$73K Hold
3,500
– – 0.02% 378
2019
Q2 		$85K Hold
3,500
– – 0.02% 409
2019
Q1 		$86K Buy
3,500
+1,200
+52% +$28.4K 0.01% 498
2018
Q4 		$46K Sell
2,300
-1,008
-30% -$23K 0.01% 569
2018
Q3 		$83K Buy
3,308
+200
+6% +$5.03K 0.01% 513
2018
Q2 		$73K Buy
3,108
+2,300
+285% +$55.4K 0.01% 475
2018
Q1 		$18K Sell
808
-749
-48% -$16.5K ﹤0.01% 911
2017
Q4 		$32K Sell
1,557
-560
-26% -$11.4K 0.01% 826
2017
Q3 		$45K Buy
2,117
+290
+16% +$6.71K 0.01% 717
2017
Q2 		$48K Sell
1,827
-400
-18% -$11.1K 0.01% 689
2017
Q1 		$70K Sell
2,227
-90
-4% -$2.85K 0.01% 563
2016
Q4 		$75K Buy
2,317
+60
+3% +$1.9K 0.02% 461
2016
Q3 		$71K Sell
2,257
-1,860
-45% -$53.2K 0.02% 482
2016
Q2 		$113K Buy
4,117
+1,930
+88% +$46.7K 0.03% 341
2016
Q1 		$46K Buy
+2,187
New +$46K 0.02% 417
2015
Q3 		– Sell
-2,075
Closed -$90K – 692
2015
Q2 		$90K Sell
2,075
-43
-2% -$2.06K 0.03% 320
2015
Q1 		$103K Buy
2,118
+1,227
+138% +$60.9K 0.04% 280
2014
Q4 		$46K Buy
891
+548
+160% +$29.1K 0.02% 355
2014
Q3 		$20K Buy
343
+43
+14% +$2.52K 0.01% 471
2014
Q2 		$18K Buy
+300
New +$17.1K 0.01% 521
2013
Q4 		– Sell
-300
Closed -$16K – 433
2013
Q3 		$16K Sell
300
-300
-50% -$16K 0.01% 429
2013
Q2 		$34K Buy
+600
New +$34K 0.03% 282

Other funds holding PAA

AA
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Franklin Resources
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

Financial Architects (New Jersey)'s PAA Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Plains All American Pipeline (PAA) in Q4 2019, closing a stake of 3,500 shares — an estimated $73K sold.

Financial Architects (New Jersey) first reported a position in PAA in Q2 2013 and held it in 22 quarters. The position peaked at $113K in Q2 2016. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining Plains All American Pipeline position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,500 Plains All American Pipeline shares in Q4 2019, an estimated $73K.
  • Financial Architects (New Jersey) first reported a position in Plains All American Pipeline in Q2 2013 and held it in 22 quarters.
  • Financial Architects (New Jersey)'s Plains All American Pipeline position peaked at $113K in Q2 2016.
  • 381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.