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Gen IV Investment Opportunities’s Plains All American Pipeline PAA Stock Holding History

Gen IV Investment Opportunities’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 		$14M Buy
661,328
+276,928
+72% +$6.41M 5.22% 8
2017
Q2 		$10.1M Buy
+384,400
New +$10.6M 3.56% 9

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $5.22B AUM 17.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Gen IV Investment Opportunities's PAA Position: Q3 2017 in Review

Gen IV Investment Opportunities increased its Plains All American Pipeline (PAA) stake by 72% in Q3 2017, buying an estimated $6.41M and bringing the position to 661,328 shares worth $14M. The position accounts for 5.22% of the portfolio, ranked #8.

Gen IV Investment Opportunities first reported a position in PAA in Q2 2017 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold PAA as of Q3 2017.

  • Gen IV Investment Opportunities held 661,328 shares of Plains All American Pipeline worth $14M as of Q3 2017.
  • Gen IV Investment Opportunities bought 276,928 Plains All American Pipeline shares in Q3 2017, an estimated $6.41M.
  • Plains All American Pipeline made up 5.22% of Gen IV Investment Opportunities's portfolio in Q3 2017, its #8 holding.
  • Gen IV Investment Opportunities first reported a position in Plains All American Pipeline in Q2 2017 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2017.

Based on Gen IV Investment Opportunities's 13F filing for Q3 2017, filed 14 Nov 2017.