HFS
PAA icon

HL Financial Services’s Plains All American Pipeline PAA Stock Holding History

HL Financial Services’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
2014
Q4 		– Sell
-3,566
Closed -$210K – 694
2014
Q3 		$210K Buy
3,566
+98
+3% +$5.75K 0.01% 648
2014
Q2 		$208K Buy
+3,468
New +$197K 0.01% 647

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

HL Financial Services's PAA Position: Q4 2014 in Review

HL Financial Services sold out of Plains All American Pipeline (PAA) in Q4 2014, closing a stake of 3,566 shares — an estimated $210K sold.

HL Financial Services first reported a position in PAA in Q2 2014 and held it in 2 quarters. The position peaked at $210K in Q3 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q4 2014.

  • HL Financial Services reported no remaining Plains All American Pipeline position as of Q4 2014 after selling out during the quarter.
  • HL Financial Services sold 3,566 Plains All American Pipeline shares in Q4 2014, an estimated $210K.
  • HL Financial Services first reported a position in Plains All American Pipeline in Q2 2014 and held it in 2 quarters.
  • HL Financial Services's Plains All American Pipeline position peaked at $210K in Q3 2014.
  • 540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2014.

Based on HL Financial Services's 13F filing for Q4 2014, filed 21 Jan 2015.