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

Heritage 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
2020 Q1	–	Sell	-55,952	Closed	-$1.03M	–	545
2019 Q4	$1.03M	Buy	55,952 +7,795	+16%	+$143K	0.14%	68
2019 Q3	$999K	Buy	48,157 +457	+1%	+$10.3K	0.15%	64
2019 Q2	$1.16M	Buy	47,700 +658	+1%	+$15.7K	0.18%	58
2019 Q1	$1.15M	Sell	47,042 -35,251	-43%	-$833K	0.19%	52
2018 Q4	$1.65M	Buy	82,293 +1,142	+1%	+$26K	0.32%	42
2018 Q3	$2.03M	Buy	81,151 +11,643	+17%	+$293K	0.4%	34
2018 Q2	$1.64M	Sell	69,508 -155	-0.2%	-$3.73K	0.61%	34
2018 Q1	$1.53M	Buy	69,663 +12,381	+22%	+$272K	0.64%	33
2017 Q4	$1.18M	Sell	57,282 -1,458	-2%	-$29.7K	0.5%	42
2017 Q3	$1.25M	Buy	58,740 +716	+1%	+$16.6K	0.63%	38
2017 Q2	$1.53M	Buy	58,024 +1,184	+2%	+$32.8K	0.79%	29
2017 Q1	$1.8M	Buy	+56,840	New	+$1.8M	0.97%	23
2015 Q3	–	Sell	-29,032	Closed	-$1.27M	–	81
2015 Q2	$1.27M	Buy	29,032 +783	+3%	+$37.6K	1.05%	17
2015 Q1	$1.38M	Buy	28,249 +8,681	+44%	+$431K	1.13%	14
2014 Q4	$1M	Sell	19,568 -1,285	-6%	-$68.3K	0.9%	17
2014 Q3	$1.22M	Buy	20,853 +530	+3%	+$31.1K	1.27%	13
2014 Q2	$1.23M	Buy	20,323 +544	+3%	+$31K	1.31%	13
2014 Q1	$1.09M	Buy	19,779 +2,618	+15%	+$137K	1.26%	14
2013 Q4	$883K	Buy	+17,161	New	+$877K	1.11%	16

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's PAA Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 55,952 shares — an estimated $1.03M sold.

Heritage Wealth Advisors first reported a position in PAA in Q4 2013 and held it in 19 quarters. The position peaked at $2.03M in Q3 2018. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

Heritage Wealth Advisors reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 55,952 Plains All American Pipeline shares in Q1 2020, an estimated $1.03M.
Heritage Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2013 and held it in 19 quarters.
Heritage Wealth Advisors's Plains All American Pipeline position peaked at $2.03M in Q3 2018.
368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.