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

IBEX 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
2019 Q4	–	Sell	-72,721	Closed	-$1.51M	–	109
2019 Q3	$1.51M	Buy	+72,721	New	+$1.64M	0.5%	74
2017 Q1	–	Sell	-21,181	Closed	-$645K	–	279
2016 Q4	$645K	Buy	+21,181	New	+$669K	0.31%	85

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CCM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

IBEX Wealth Advisors's PAA Position: Q4 2019 in Review

IBEX Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q4 2019, closing a stake of 72,721 shares — an estimated $1.51M sold.

IBEX Wealth Advisors first reported a position in PAA in Q4 2016 and held it in 2 quarters. The position peaked at $1.51M in Q3 2019. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2019.

IBEX Wealth Advisors reported no remaining Plains All American Pipeline position as of Q4 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 72,721 Plains All American Pipeline shares in Q4 2019, an estimated $1.51M.
IBEX Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's Plains All American Pipeline position peaked at $1.51M in Q3 2019.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2019.

Based on IBEX Wealth Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.