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Garrett Wealth Advisory Group’s Plains All American Pipeline PAA Stock Holding History

Garrett Wealth Advisory Group’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
-1,238
Closed -$25.7K – 475
2019
Q3 		$25.7K Buy
+1,238
New +$28K 0.02% 187

Other funds holding PAA

AA
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Garrett Wealth Advisory Group's PAA Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Plains All American Pipeline (PAA) in Q4 2019, closing a stake of 1,238 shares — an estimated $25.7K sold.

Garrett Wealth Advisory Group first reported a position in PAA in Q3 2019 and held it in 1 quarter. The position peaked at $25.7K in Q3 2019. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Plains All American Pipeline position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,238 Plains All American Pipeline shares in Q4 2019, an estimated $25.7K.
  • Garrett Wealth Advisory Group first reported a position in Plains All American Pipeline in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Plains All American Pipeline position peaked at $25.7K in Q3 2019.
  • 381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.