Institutional & Family Asset Management’s Plains All American Pipeline PAA Stock Holding History

Institutional & Family Asset 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
2019 Q2	–	Sell	-2,500	Closed	-$3K	–	867
2019 Q1	$3K	Hold	2,500	–	–	﹤0.01%	666
2018 Q4	$2K	Hold	2,500	–	–	﹤0.01%	705
2018 Q3	$5K	Buy	+2,500	New	+$62.9K	﹤0.01%	616

Other funds holding PAA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's PAA Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Plains All American Pipeline (PAA) stake by 1.1% in Q2 2024, buying an estimated $108K and bringing the position to 568,257 shares worth $10.1M. The position accounts for 1.55% of the portfolio, ranked #12.

Institutional & Family Asset Management first reported a position in PAA in Q4 2015 and has held it in 35 quarters since. 357 funds tracked by Wall St. Rank hold PAA as of Q2 2024.

Institutional & Family Asset Management held 568,257 shares of Plains All American Pipeline worth $10.1M as of Q2 2024.
Institutional & Family Asset Management bought 6,199 Plains All American Pipeline shares in Q2 2024, an estimated $108K.
Plains All American Pipeline made up 1.55% of Institutional & Family Asset Management's portfolio in Q2 2024, its #12 holding.
Institutional & Family Asset Management first reported a position in Plains All American Pipeline in Q4 2015 and has held it in 35 quarters since.
357 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.