Girard Partners’s Plains All American Pipeline PAA Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-1,116	Closed	-$27K	–	636
2018 Q3	$27K	Buy	+1,116	New	+$28.1K	﹤0.01%	552
2015 Q3	–	Sell	-7,939	Closed	-$346K	–	161
2015 Q2	$346K	Buy	7,939 +367	+5%	+$17.6K	0.19%	109
2015 Q1	$369K	Buy	7,572 +695	+10%	+$34.5K	0.22%	104
2014 Q4	$353K	Buy	6,877 +2,085	+44%	+$111K	0.22%	100
2014 Q3	$282K	Buy	4,792 +893	+23%	+$52.4K	0.19%	117
2014 Q2	$234K	Buy	+3,899	New	+$222K	0.16%	125

Other funds holding PAA

HFA

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Girard Partners's PAA Position: Q4 2018 in Review

Girard Partners sold out of Plains All American Pipeline (PAA) in Q4 2018, closing a stake of 1,116 shares — an estimated $27K sold.

Girard Partners first reported a position in PAA in Q2 2014 and held it in 6 quarters. The position peaked at $369K in Q1 2015. 373 funds tracked by Wall St. Rank hold PAA as of Q4 2018.

Girard Partners reported no remaining Plains All American Pipeline position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,116 Plains All American Pipeline shares in Q4 2018, an estimated $27K.
Girard Partners first reported a position in Plains All American Pipeline in Q2 2014 and held it in 6 quarters.
Girard Partners's Plains All American Pipeline position peaked at $369K in Q1 2015.
373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.