Kelly Financial Services’s Plains All American Pipeline PAA Stock Holding History

Kelly Financial Services’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
2022 Q2	–	Sell	-323	Closed	-$3.48K	–	703
2022 Q1	$3.48K	Hold	323	–	–	﹤0.01%	470
2021 Q4	$3.02K	Hold	323	–	–	﹤0.01%	494
2021 Q3	$3.29K	Sell	323 -277	-46%	-$2.75K	﹤0.01%	468
2021 Q2	$6.82K	Hold	600	–	–	﹤0.01%	390
2021 Q1	$5.46K	Hold	600	–	–	﹤0.01%	389
2020 Q4	$4.94K	Hold	600	–	–	﹤0.01%	362
2020 Q3	$3.59K	Hold	600	–	–	﹤0.01%	373
2020 Q2	$5.3K	Hold	600	–	–	﹤0.01%	327
2020 Q1	$3.17K	Hold	600	–	–	﹤0.01%	346
2019 Q4	$11K	Hold	600	–	–	0.01%	224
2019 Q3	$12.4K	Hold	600	–	–	0.01%	200
2019 Q2	$14.6K	Hold	600	–	–	0.01%	184
2019 Q1	$14.7K	Buy	+600	New	+$14.2K	0.02%	179

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

TCA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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

KACA

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Kelly Financial Services's PAA Position: Q2 2022 in Review

Kelly Financial Services sold out of Plains All American Pipeline (PAA) in Q2 2022, closing a stake of 323 shares — an estimated $3.48K sold.

Kelly Financial Services first reported a position in PAA in Q1 2019 and held it in 13 quarters. The position peaked at $14.7K in Q1 2019. 332 funds tracked by Wall St. Rank hold PAA as of Q2 2022.

Kelly Financial Services reported no remaining Plains All American Pipeline position as of Q2 2022 after selling out during the quarter.
Kelly Financial Services sold 323 Plains All American Pipeline shares in Q2 2022, an estimated $3.48K.
Kelly Financial Services first reported a position in Plains All American Pipeline in Q1 2019 and held it in 13 quarters.
Kelly Financial Services's Plains All American Pipeline position peaked at $14.7K in Q1 2019.
332 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.