JNBA Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

JNBA Financial 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
2024 Q1	–	Sell	-14	Closed	-$213	–	717
2023 Q4	$213	Hold	14	–	–	﹤0.01%	694
2023 Q3	$215	Buy	+14	New	+$210	﹤0.01%	725
2016 Q4	–	Sell	-15,450	Closed	-$485K	–	1072
2016 Q3	$485K	Buy	+15,450	New	+$442K	0.07%	98

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

JNBA Financial Advisors's PAA Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Plains All American Pipeline (PAA) in Q1 2024, closing a stake of 14 shares — an estimated $213 sold.

JNBA Financial Advisors first reported a position in PAA in Q3 2016 and held it in 3 quarters. The position peaked at $485K in Q3 2016. 361 funds tracked by Wall St. Rank hold PAA as of Q1 2024.

JNBA Financial Advisors reported no remaining Plains All American Pipeline position as of Q1 2024 after selling out during the quarter.
JNBA Financial Advisors sold 14 Plains All American Pipeline shares in Q1 2024, an estimated $213.
JNBA Financial Advisors first reported a position in Plains All American Pipeline in Q3 2016 and held it in 3 quarters.
JNBA Financial Advisors's Plains All American Pipeline position peaked at $485K in Q3 2016.
361 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.