Gupta Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Gupta Wealth Management’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
2016 Q1	$302K	Buy	14,400 +5,880	+69%	+$124K	0.07%	193
2015 Q4	$197K	Hold	8,520	–	–	0.05%	248
2015 Q3	$259K	Sell	8,520 -1,068	-11%	-$39K	0.06%	214
2015 Q2	$418K	Sell	9,588 -4,000	-29%	-$192K	0.1%	166
2015 Q1	$663K	Buy	+13,588	New	+$675K	0.2%	104

Other funds holding PAA

TCA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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 $5.1B AUM 17.16% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Gupta Wealth Management's PAA Position: Q1 2016 in Review

Gupta Wealth Management increased its Plains All American Pipeline (PAA) stake by 69% in Q1 2016, buying an estimated $124K and bringing the position to 14,400 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #193.

Gupta Wealth Management first reported a position in PAA in Q1 2015 and has held it in 5 quarters since. The position peaked at $663K in Q1 2015. 386 funds tracked by Wall St. Rank hold PAA as of Q1 2016.

Gupta Wealth Management held 14,400 shares of Plains All American Pipeline worth $302K as of Q1 2016.
Gupta Wealth Management bought 5,880 Plains All American Pipeline shares in Q1 2016, an estimated $124K.
Plains All American Pipeline made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #193 holding.
Gupta Wealth Management first reported a position in Plains All American Pipeline in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Plains All American Pipeline position peaked at $663K in Q1 2015.
386 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.