Financial Gravity Asset Management’s Plains All American Pipeline PAA Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-3,326	Closed	-$79.4K	–	1547
2019 Q1	$82K	Buy	+3,326	New	+$78.6K	0.07%	224
2018 Q3	$72K	Hold	3,287	–	–	0.08%	257
2018 Q2	$90K	Hold	3,287	–	–	0.08%	227
2018 Q1	$78K	Buy	+3,287	New	+$72.3K	0.08%	222

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KACA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Financial Gravity Asset Management's PAA Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Plains All American Pipeline (PAA) in Q2 2019, closing a stake of 3,326 shares — an estimated $79.4K sold.

Financial Gravity Asset Management first reported a position in PAA in Q1 2018 and held it in 4 quarters. The position peaked at $90K in Q2 2018. 375 funds tracked by Wall St. Rank hold PAA as of Q2 2019.

Financial Gravity Asset Management reported no remaining Plains All American Pipeline position as of Q2 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 3,326 Plains All American Pipeline shares in Q2 2019, an estimated $79.4K.
Financial Gravity Asset Management first reported a position in Plains All American Pipeline in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Plains All American Pipeline position peaked at $90K in Q2 2018.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.