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

Financial Gravity Companies’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
2018 Q4	$76K	Buy	+3,287	New	+$74.9K	0.07%	237
2018 Q1	$78K	Hold	3,287	–	–	0.08%	222
2017 Q4	$69K	Buy	+3,287	New	+$67K	0.08%	235

Other funds holding PAA

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

TCA

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

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

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Financial Gravity Companies's PAA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Plains All American Pipeline (PAA) in Q4 2018: 3,287 shares worth $76K. The stake represents 0.07% of the portfolio and ranks #237 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PAA as recently as Q1 2018.

Financial Gravity Companies first reported a position in PAA in Q4 2017 and has held it in 3 quarters since. The position peaked at $78K in Q1 2018. 373 funds tracked by Wall St. Rank hold PAA as of Q4 2018.

Financial Gravity Companies held 3,287 shares of Plains All American Pipeline worth $76K as of Q4 2018.
Plains All American Pipeline was a new Financial Gravity Companies position in Q4 2018.
Plains All American Pipeline made up 0.07% of Financial Gravity Companies's portfolio in Q4 2018, its #237 holding.
Financial Gravity Companies first reported a position in Plains All American Pipeline in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's Plains All American Pipeline position peaked at $78K in Q1 2018.
373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.