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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return