HTC
PAA icon

Haverford Trust Company’s Plains All American Pipeline PAA Stock Holding History

Haverford Trust Company’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
Q4 		– Sell
-6,550
Closed -$206K – 256
2016
Q3 		$206K Buy
+6,550
New +$187K 0.01% 241
2015
Q2 		– Sell
-4,607
Closed -$225K – 227
2015
Q1 		$225K Buy
+4,607
New +$229K 0.01% 214
2014
Q4 		– Sell
-3,845
Closed -$226K – 235
2014
Q3 		$226K Hold
3,845
– – 0.01% 208
2014
Q2 		$231K Buy
+3,845
New +$219K 0.01% 205
2014
Q1 		– Sell
-10,976
Closed -$569K – 243
2013
Q4 		$569K Hold
10,976
– – 0.02% 164
2013
Q3 		$578K Sell
10,976
-3,150
-22% -$168K 0.02% 121
2013
Q2 		$788K Buy
+14,126
New +$800K 0.03% 117

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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