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Heritage Trust’s Plains All American Pipeline PAA Stock Holding History

Heritage Trust’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
Q1 		– Sell
-1,900
Closed -$38K – 352
2018
Q4 		$38K Sell
1,900
-700
-27% -$16K 0.02% 225
2018
Q3 		$66K Hold
2,600
– – 0.02% 194
2018
Q2 		$61K Hold
2,600
– – 0.02% 195
2018
Q1 		$57K Buy
2,600
+300
+13% +$6.6K 0.02% 189
2017
Q4 		$48K Hold
2,300
– – 0.02% 190
2017
Q3 		$49K Hold
2,300
– – 0.02% 195
2017
Q2 		$60K Buy
2,300
+800
+53% +$22.1K 0.02% 170
2017
Q1 		$47K Buy
+1,500
New +$47.4K 0.02% 190

Other funds holding PAA

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return