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

IHT 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
2017 Q4	–	Sell	-242	Closed	-$5K	–	1755
2017 Q3	$5K	Hold	242	–	–	﹤0.01%	1097
2017 Q2	$118K	Buy	+242	New	+$6.7K	0.06%	308

Other funds holding PAA

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

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

TCA

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

IHT Wealth Management's PAA Position: Q4 2017 in Review

IHT Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2017, closing a stake of 242 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in PAA in Q2 2017 and held it in 2 quarters. The position peaked at $118K in Q2 2017. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2017.

IHT Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2017 after selling out during the quarter.
IHT Wealth Management sold 242 Plains All American Pipeline shares in Q4 2017, an estimated $5K.
IHT Wealth Management first reported a position in Plains All American Pipeline in Q2 2017 and held it in 2 quarters.
IHT Wealth Management's Plains All American Pipeline position peaked at $118K in Q2 2017.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.