KM
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Kalos Management’s Plains All American Pipeline PAA Stock Holding History

Kalos 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
2019
Q3 		– Sell
-43,143
Closed -$864K – 223
2019
Q2 		$864K Buy
+43,143
New +$1.03M 0.39% 71
2019
Q1 		– Sell
-43,143
Closed -$864K – 164
2018
Q4 		$864K Buy
43,143
+13
+0% +$296 0.42% 65
2018
Q3 		$1.08M Buy
43,130
+1,174
+3% +$29.5K 0.58% 45
2018
Q2 		$991K Buy
+41,956
New +$1.01M 0.45% 58
2015
Q4 		– Hold
0
– – – 575

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return