Integrated Wealth Counsel’s Plains All American Pipeline PAA Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$7K	Hold	225	–	–	0.02%	182
2016 Q3	$7K	Buy	+225	New	+$6.43K	0.01%	172
2013 Q3	–	Sell	-300	Closed	-$17K	–	207
2013 Q2	$17K	Buy	+300	New	+$17K	0.01%	142

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Integrated Wealth Counsel's PAA Position: Q4 2016 in Review

Integrated Wealth Counsel held its Plains All American Pipeline (PAA) position steady in Q4 2016 at 225 shares worth $7K. The position accounts for 0.02% of the portfolio, ranked #182.

Integrated Wealth Counsel first reported a position in PAA in Q2 2013 and has held it in 3 quarters since. The position peaked at $17K in Q2 2013. 449 funds tracked by Wall St. Rank hold PAA as of Q4 2016.

Integrated Wealth Counsel held 225 shares of Plains All American Pipeline worth $7K as of Q4 2016.
Integrated Wealth Counsel left its Plains All American Pipeline share count unchanged in Q4 2016.
Plains All American Pipeline made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #182 holding.
Integrated Wealth Counsel first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 3 quarters since.
Integrated Wealth Counsel's Plains All American Pipeline position peaked at $17K in Q2 2013.
449 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.