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Holistic Financial Partners’s Plains All American Pipeline PAA Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-16,082
Closed -$394K – 100
2019
Q1 		$394K Buy
+16,082
New +$380K 0.17% 62

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Holistic Financial Partners's PAA Position: Q2 2019 in Review

Holistic Financial Partners sold out of Plains All American Pipeline (PAA) in Q2 2019, closing a stake of 16,082 shares — an estimated $394K sold.

Holistic Financial Partners first reported a position in PAA in Q1 2019 and held it in 1 quarter. The position peaked at $394K in Q1 2019. 375 funds tracked by Wall St. Rank hold PAA as of Q2 2019.

  • Holistic Financial Partners reported no remaining Plains All American Pipeline position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 16,082 Plains All American Pipeline shares in Q2 2019, an estimated $394K.
  • Holistic Financial Partners first reported a position in Plains All American Pipeline in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's Plains All American Pipeline position peaked at $394K in Q1 2019.
  • 375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.