Gary Goldberg Planning Services’s Plains All American Pipeline PAA Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	359
2014 Q3	$12K	Hold	200	–	–	0.01%	361
2014 Q2	$12K	Hold	200	–	–	0.01%	338
2014 Q1	$11K	Hold	200	–	–	0.01%	329
2013 Q4	$10K	Hold	200	–	–	0.01%	289
2013 Q3	$11K	Hold	200	–	–	0.01%	284
2013 Q2	$11K	Buy	+200	New	+$11.3K	0.01%	294

Other funds holding PAA

TCA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HFA

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

Gary Goldberg Planning Services's PAA Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Plains All American Pipeline (PAA) position steady in Q4 2014 at 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Gary Goldberg Planning Services first reported a position in PAA in Q2 2013 and has held it in 7 quarters since. The position peaked at $12K in Q3 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q4 2014.

Gary Goldberg Planning Services held 200 shares of Plains All American Pipeline worth $10K as of Q4 2014.
Gary Goldberg Planning Services left its Plains All American Pipeline share count unchanged in Q4 2014.
Plains All American Pipeline made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #359 holding.
Gary Goldberg Planning Services first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Plains All American Pipeline position peaked at $12K in Q3 2014.
540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.