Index Management Solutions’s Plains All American Pipeline PAA Stock Holding History

Index Management Solutions’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 Q1	–	Sell	-44,222	Closed	-$2.27M	–	847
2014 Q4	$2.27M	Buy	44,222 +12,549	+40%	+$667K	0.31%	87
2014 Q3	$1.86M	Buy	31,673 +2,503	+9%	+$147K	0.21%	94
2014 Q2	$1.75M	Buy	29,170 +2,376	+9%	+$135K	0.21%	96
2014 Q1	$1.48M	Buy	26,794 +2,323	+9%	+$122K	0.24%	69
2013 Q4	$1.27M	Buy	24,471 +4,208	+21%	+$215K	0.32%	50
2013 Q3	$1.07M	Buy	+20,263	New	+$1.08M	0.32%	47

Other funds holding PAA

TCA

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

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

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

KACA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

HFA

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

Index Management Solutions's PAA Position: Q1 2015 in Review

Index Management Solutions sold out of Plains All American Pipeline (PAA) in Q1 2015, closing a stake of 44,222 shares — an estimated $2.27M sold.

Index Management Solutions first reported a position in PAA in Q3 2013 and held it in 6 quarters. The position peaked at $2.27M in Q4 2014. 543 funds tracked by Wall St. Rank hold PAA as of Q1 2015.

Index Management Solutions reported no remaining Plains All American Pipeline position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 44,222 Plains All American Pipeline shares in Q1 2015, an estimated $2.27M.
Index Management Solutions first reported a position in Plains All American Pipeline in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Plains All American Pipeline position peaked at $2.27M in Q4 2014.
543 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.