IWA
PBA icon

Intercontinental Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Intercontinental Wealth Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,275
Closed -$358K – 294
2021
Q2 		$358K Hold
11,275
– – 0.07% 210
2021
Q1 		$325K Buy
11,275
+2,250
+25% +$62.5K 0.07% 203
2020
Q4 		$214K Buy
+9,025
New +$212K 0.05% 239

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Intercontinental Wealth Advisors's PBA Position: Q3 2021 in Review

Intercontinental Wealth Advisors sold out of Pembina Pipeline (PBA) in Q3 2021, closing a stake of 11,275 shares — an estimated $358K sold.

Intercontinental Wealth Advisors first reported a position in PBA in Q4 2020 and held it in 3 quarters. The position peaked at $358K in Q2 2021. 322 funds tracked by Wall St. Rank hold PBA as of Q3 2021.

  • Intercontinental Wealth Advisors reported no remaining Pembina Pipeline position as of Q3 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 11,275 Pembina Pipeline shares in Q3 2021, an estimated $358K.
  • Intercontinental Wealth Advisors first reported a position in Pembina Pipeline in Q4 2020 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Pembina Pipeline position peaked at $358K in Q2 2021.
  • 322 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.