IMA Advisory Services’s Plains All American Pipeline PAA Stock Holding History

IMA Advisory 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
2015 Q3	–	Sell	-3,000	Closed	-$131K	–	156
2015 Q2	$131K	Buy	+3,000	New	+$144K	0.06%	165
2014 Q3	–	Sell	-4,200	Closed	-$252K	–	171
2014 Q2	$252K	Hold	4,200	–	–	0.12%	150
2014 Q1	$232K	Hold	4,200	–	–	0.11%	145
2013 Q4	$217K	Hold	4,200	–	–	0.1%	147
2013 Q3	$221K	Buy	+4,200	New	+$224K	0.11%	146

Other funds holding PAA

TCA

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

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

HFA

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

KACA

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

IMA Advisory Services's PAA Position: Q3 2015 in Review

IMA Advisory Services sold out of Plains All American Pipeline (PAA) in Q3 2015, closing a stake of 3,000 shares — an estimated $131K sold.

IMA Advisory Services first reported a position in PAA in Q3 2013 and held it in 5 quarters. The position peaked at $252K in Q2 2014. 459 funds tracked by Wall St. Rank hold PAA as of Q3 2015.

IMA Advisory Services reported no remaining Plains All American Pipeline position as of Q3 2015 after selling out during the quarter.
IMA Advisory Services sold 3,000 Plains All American Pipeline shares in Q3 2015, an estimated $131K.
IMA Advisory Services first reported a position in Plains All American Pipeline in Q3 2013 and held it in 5 quarters.
IMA Advisory Services's Plains All American Pipeline position peaked at $252K in Q2 2014.
459 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2015.

Based on IMA Advisory Services's 13F filing for Q3 2015, filed 8 Dec 2016.