Guidant Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Guidant Wealth Advisors’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 Q3	$19K	Hold	900	–	–	0.01%	226
2019 Q2	$22K	Hold	900	–	–	0.01%	220
2019 Q1	$22K	Sell	900 -900	-50%	-$21.3K	0.01%	220
2018 Q4	$36K	Hold	1,800	–	–	0.02%	145
2018 Q3	$45K	Hold	1,800	–	–	0.02%	90
2018 Q2	$42K	Hold	1,800	–	–	0.02%	88
2018 Q1	$38K	Hold	1,800	–	–	0.02%	88
2017 Q4	$40K	Hold	1,800	–	–	0.02%	88
2017 Q3	$38K	Hold	1,800	–	–	0.03%	84
2017 Q2	$46K	Hold	1,800	–	–	0.02%	115
2017 Q1	$56K	Hold	1,800	–	–	0.03%	106
2016 Q4	$58K	Buy	+1,800	New	+$56.9K	0.03%	94

Other funds holding PAA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KACA

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

Guidant Wealth Advisors's PAA Position: Q3 2019 in Review

Guidant Wealth Advisors held its Plains All American Pipeline (PAA) position steady in Q3 2019 at 900 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #226.

Guidant Wealth Advisors first reported a position in PAA in Q4 2016 and has held it in 12 quarters since. The position peaked at $58K in Q4 2016. 375 funds tracked by Wall St. Rank hold PAA as of Q3 2019.

Guidant Wealth Advisors held 900 shares of Plains All American Pipeline worth $19K as of Q3 2019.
Guidant Wealth Advisors left its Plains All American Pipeline share count unchanged in Q3 2019.
Plains All American Pipeline made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #226 holding.
Guidant Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2016 and has held it in 12 quarters since.
Guidant Wealth Advisors's Plains All American Pipeline position peaked at $58K in Q4 2016.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.