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JFS Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

JFS Wealth Advisors’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
2014
Q3 		– Sell
-266
Closed -$16K – 493
2014
Q2 		$16K Buy
+266
New +$15.1K ﹤0.01% 280

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AA
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ClearBridge Investments
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

JFS Wealth Advisors's PAA Position: Q3 2014 in Review

JFS Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q3 2014, closing a stake of 266 shares — an estimated $16K sold.

JFS Wealth Advisors first reported a position in PAA in Q2 2014 and held it in 1 quarter. The position peaked at $16K in Q2 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q3 2014.

  • JFS Wealth Advisors reported no remaining Plains All American Pipeline position as of Q3 2014 after selling out during the quarter.
  • JFS Wealth Advisors sold 266 Plains All American Pipeline shares in Q3 2014, an estimated $16K.
  • JFS Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2014 and held it in 1 quarter.
  • JFS Wealth Advisors's Plains All American Pipeline position peaked at $16K in Q2 2014.
  • 540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2014.

Based on JFS Wealth Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.