First Western Capital Management’s Plains All American Pipeline PAA Stock Holding History

First Western Capital 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
2015 Q4	–	Sell	-21,989	Closed	-$668K	–	112
2015 Q3	$668K	Sell	21,989 -3,582	-14%	-$131K	0.22%	93
2015 Q2	$1.11M	Sell	25,571 -4,570	-15%	-$219K	0.36%	92
2015 Q1	$1.47M	Buy	30,141 +11,128	+59%	+$552K	0.44%	86
2014 Q4	$976K	Sell	19,013 -12,189	-39%	-$648K	0.29%	97
2014 Q3	$1.84M	Buy	31,202 +1,158	+4%	+$67.9K	0.54%	71
2014 Q2	$1.8M	Buy	30,044 +445	+2%	+$25.3K	0.6%	68
2014 Q1	$1.63M	Buy	29,599 +295	+1%	+$15.5K	0.58%	64
2013 Q4	$1.52M	Buy	+29,304	New	+$1.5M	0.53%	71

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HFA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Western Capital Management's PAA Position: Q4 2015 in Review

First Western Capital Management sold out of Plains All American Pipeline (PAA) in Q4 2015, closing a stake of 21,989 shares — an estimated $668K sold.

First Western Capital Management first reported a position in PAA in Q4 2013 and held it in 8 quarters. The position peaked at $1.84M in Q3 2014. 410 funds tracked by Wall St. Rank hold PAA as of Q4 2015.

First Western Capital Management reported no remaining Plains All American Pipeline position as of Q4 2015 after selling out during the quarter.
First Western Capital Management sold 21,989 Plains All American Pipeline shares in Q4 2015, an estimated $668K.
First Western Capital Management first reported a position in Plains All American Pipeline in Q4 2013 and held it in 8 quarters.
First Western Capital Management's Plains All American Pipeline position peaked at $1.84M in Q3 2014.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2015.

Based on First Western Capital Management's 13F filing for Q4 2015, filed 22 Jan 2016.