Frontier Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Frontier Wealth 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 Q4	–	Sell	-9,988	Closed	-$212K	–	388
2017 Q3	$212K	Sell	9,988 -565	-5%	-$13.1K	0.03%	352
2017 Q2	$277K	Buy	10,553 +318	+3%	+$8.8K	0.04%	303
2017 Q1	$324K	Buy	10,235 +17	+0.2%	+$537	0.05%	293
2016 Q4	$330K	Sell	10,218 -184	-2%	-$5.81K	0.05%	271
2016 Q3	$327K	Sell	10,402 -729	-7%	-$20.8K	0.05%	263
2016 Q2	$306K	Buy	11,131 +376	+3%	+$9.1K	0.05%	272
2016 Q1	$226K	Buy	10,755 +32	+0.3%	+$673	0.02%	298
2015 Q4	$248K	Sell	10,723 -11,980	-53%	-$323K	0.04%	280
2015 Q3	$690K	Sell	22,703 -85	-0.4%	-$3.11K	0.11%	168
2015 Q2	$993K	Buy	22,788 +17,394	+322%	+$834K	0.15%	134
2015 Q1	$263K	Buy	5,394 +10	+0.2%	+$496	0.04%	245
2014 Q4	$276K	Buy	+5,384	New	+$286K	0.05%	199

Other funds holding PAA

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

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 New York $32.9B AUM 23.66% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Frontier Wealth Management's PAA Position: Q4 2017 in Review

Frontier Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2017, closing a stake of 9,988 shares — an estimated $212K sold.

Frontier Wealth Management first reported a position in PAA in Q4 2014 and held it in 12 quarters. The position peaked at $993K in Q2 2015. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2017.

Frontier Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2017 after selling out during the quarter.
Frontier Wealth Management sold 9,988 Plains All American Pipeline shares in Q4 2017, an estimated $212K.
Frontier Wealth Management first reported a position in Plains All American Pipeline in Q4 2014 and held it in 12 quarters.
Frontier Wealth Management's Plains All American Pipeline position peaked at $993K in Q2 2015.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.