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Fortis Advisors’s Plains All American Pipeline PAA Stock Holding History

Fortis Advisors’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
2017
Q4 		– Sell
-745
Closed -$16K – 296
2017
Q3 		$16K Buy
+745
New +$17.2K 0.01% 210

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fortis Advisors's PAA Position: Q4 2017 in Review

Fortis Advisors sold out of Plains All American Pipeline (PAA) in Q4 2017, closing a stake of 745 shares — an estimated $16K sold.

Fortis Advisors first reported a position in PAA in Q3 2017 and held it in 1 quarter. The position peaked at $16K in Q3 2017. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2017.

  • Fortis Advisors reported no remaining Plains All American Pipeline position as of Q4 2017 after selling out during the quarter.
  • Fortis Advisors sold 745 Plains All American Pipeline shares in Q4 2017, an estimated $16K.
  • Fortis Advisors first reported a position in Plains All American Pipeline in Q3 2017 and held it in 1 quarter.
  • Fortis Advisors's Plains All American Pipeline position peaked at $16K in Q3 2017.
  • 375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2017.

Based on Fortis Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.