FormulaFolio Investments’s Pembina Pipeline PBA Stock Holding History

FormulaFolio Investments’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,202	Closed	-$241K	–	700
2020 Q4	$241K	Buy	+10,202	New	+$240K	0.01%	583

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FormulaFolio Investments's PBA Position: Q1 2021 in Review

FormulaFolio Investments sold out of Pembina Pipeline (PBA) in Q1 2021, closing a stake of 10,202 shares — an estimated $241K sold.

FormulaFolio Investments first reported a position in PBA in Q4 2020 and held it in 1 quarter. The position peaked at $241K in Q4 2020. 317 funds tracked by Wall St. Rank hold PBA as of Q1 2021.

FormulaFolio Investments reported no remaining Pembina Pipeline position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 10,202 Pembina Pipeline shares in Q1 2021, an estimated $241K.
FormulaFolio Investments first reported a position in Pembina Pipeline in Q4 2020 and held it in 1 quarter.
FormulaFolio Investments's Pembina Pipeline position peaked at $241K in Q4 2020.
317 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.