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Howard Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Howard Wealth Management’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
-300
Closed -$5K – 373
2019
Q4 		$5K Buy
+300
New +$5.51K ﹤0.01% 401

Other funds holding PAA

AA
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howard Wealth Management's PAA Position: Q1 2020 in Review

Howard Wealth Management sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 300 shares — an estimated $5K sold.

Howard Wealth Management first reported a position in PAA in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

  • Howard Wealth Management reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 300 Plains All American Pipeline shares in Q1 2020, an estimated $5K.
  • Howard Wealth Management first reported a position in Plains All American Pipeline in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Plains All American Pipeline position peaked at $5K in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.