First Foundation Advisors’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,814
| Closed | -$284K | – | 261 |
|
|
2015
Q1 | $284K | Buy |
5,814
+480
| +9% | +$23.4K | 0.02% | 188 |
|
|
2014
Q4 | $274K | Sell |
5,334
-6,677
| -56% | -$343K | 0.02% | 185 |
|
|
2014
Q3 | $707K | Buy |
12,011
+1,106
| +10% | +$65.1K | 0.07% | 117 |
|
|
2014
Q2 | $655K | Buy |
10,905
+812
| +8% | +$48.8K | 0.07% | 107 |
|
|
2014
Q1 | $556K | Buy |
10,093
+2,720
| +37% | +$150K | 0.07% | 98 |
|
|
2013
Q4 | $382K | Buy |
7,373
+584
| +9% | +$30.3K | 0.05% | 127 |
|
|
2013
Q3 | $358K | Buy |
6,789
+1,067
| +19% | +$56.3K | 0.06% | 122 |
|
|
2013
Q2 | $319K | Buy |
+5,722
| New | +$319K | 0.06% | 98 |
|