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Jeppson Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-200
Closed -$1K – 350
2020
Q3 		$1K Buy
+200
New +$1.49K ﹤0.01% 499

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeppson Wealth Management's PAA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2020, closing a stake of 200 shares — an estimated $1K sold.

Jeppson Wealth Management first reported a position in PAA in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 200 Plains All American Pipeline shares in Q4 2020, an estimated $1K.
  • Jeppson Wealth Management first reported a position in Plains All American Pipeline in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Plains All American Pipeline position peaked at $1K in Q3 2020.
  • 349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.