Fulcrum Equity Management’s Plains All American Pipeline PAA Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-20,672	Closed	-$429K	–	189
2019 Q3	$429K	Buy	20,672 +342	+2%	+$7.74K	0.22%	58
2019 Q2	$444K	Buy	20,330 +293	+1%	+$6.99K	0.21%	49
2019 Q1	$491K	Buy	20,037 +244	+1%	+$5.77K	0.17%	36
2018 Q4	$397K	Buy	+19,793	New	+$451K	0.15%	30

Other funds holding PAA

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

TCA

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

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fulcrum Equity Management's PAA Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Plains All American Pipeline (PAA) in Q4 2019, closing a stake of 20,672 shares — an estimated $429K sold.

Fulcrum Equity Management first reported a position in PAA in Q4 2018 and held it in 4 quarters. The position peaked at $491K in Q1 2019. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2019.

Fulcrum Equity Management reported no remaining Plains All American Pipeline position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 20,672 Plains All American Pipeline shares in Q4 2019, an estimated $429K.
Fulcrum Equity Management first reported a position in Plains All American Pipeline in Q4 2018 and held it in 4 quarters.
Fulcrum Equity Management's Plains All American Pipeline position peaked at $491K in Q1 2019.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.