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Friedberg Investment Management’s Plains All American Pipeline PAA Stock Holding History

Friedberg Investment 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
2017
Q3 		$1.1M Sell
52,160
-105,252
-67% -$2.44M 1.79% 21
2017
Q2 		$4.13M Sell
157,412
-13,100
-8% -$363K 1.77% 22
2017
Q1 		$5.39M Sell
170,512
-21,030
-11% -$665K 2.28% 10
2016
Q4 		$6.18M Sell
191,542
-5,000
-3% -$158K 2.83% 5
2016
Q3 		$6.17M Sell
196,542
-400
-0.2% -$11.4K 2.66% 6
2016
Q2 		$5.41M Sell
196,942
-1,800
-0.9% -$43.6K 2.56% 9
2016
Q1 		$4.17M Buy
198,742
+7,175
+4% +$151K 2.08% 14
2015
Q4 		$4.42M Buy
191,567
+10,232
+6% +$276K 2.16% 11
2015
Q3 		$5.51M Buy
181,335
+11,509
+7% +$421K 2.63% 9
2015
Q2 		$7.4M Sell
169,826
-34,869
-17% -$1.67M 2.79% 6
2015
Q1 		$9.98M Sell
204,695
-706
-0.3% -$35K 3.63% 1
2014
Q4 		$10.5M Buy
205,401
+3,819
+2% +$203K 4.14% 1
2014
Q3 		$11.9M Buy
201,582
+5,398
+3% +$316K 4.56% 1
2014
Q2 		$11.8M Sell
196,184
-7,162
-4% -$408K 4.3% 1
2014
Q1 		$11.2M Buy
203,346
+22,098
+12% +$1.16M 4.38% 1
2013
Q4 		$9.38M Sell
181,248
-7,982
-4% -$408K 3.8% 1
2013
Q3 		$9.96M Sell
189,230
-1,063
-0.6% -$56.8K 4.33% 1
2013
Q2 		$10.6M Buy
+190,293
New +$10.8M 4.77% 1

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Friedberg Investment Management's PAA Position: Q3 2017 in Review

Friedberg Investment Management reduced its Plains All American Pipeline (PAA) stake by 67% in Q3 2017, selling an estimated $2.44M and leaving 52,160 shares worth $1.1M. The position accounts for 1.79% of the portfolio, ranked #21.

Friedberg Investment Management first reported a position in PAA in Q2 2013 and has held it in 18 quarters since. The position peaked at $11.9M in Q3 2014. 378 funds tracked by Wall St. Rank hold PAA as of Q3 2017.

  • Friedberg Investment Management held 52,160 shares of Plains All American Pipeline worth $1.1M as of Q3 2017.
  • Friedberg Investment Management sold 105,252 Plains All American Pipeline shares in Q3 2017, an estimated $2.44M.
  • Plains All American Pipeline made up 1.79% of Friedberg Investment Management's portfolio in Q3 2017, its #21 holding.
  • Friedberg Investment Management first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 18 quarters since.
  • Friedberg Investment Management's Plains All American Pipeline position peaked at $11.9M in Q3 2014.
  • 378 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.