Key Financial Inc’s Plains All American Pipeline PAA Stock Holding History

Key Financial Inc’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
2021 Q2	–	Sell	-200	Closed	-$2K	–	882
2021 Q1	$2K	Buy	+200	New	+$1.83K	﹤0.01%	689
2020 Q2	–	Sell	-200	Closed	-$1K	–	459
2020 Q1	$1K	Buy	+200	New	+$2.74K	﹤0.01%	650

Other funds holding PAA

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

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

TCA

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

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

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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

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

Key Financial Inc's PAA Position: Q2 2021 in Review

Key Financial Inc sold out of Plains All American Pipeline (PAA) in Q2 2021, closing a stake of 200 shares — an estimated $2K sold.

Key Financial Inc first reported a position in PAA in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 335 funds tracked by Wall St. Rank hold PAA as of Q2 2021.

Key Financial Inc reported no remaining Plains All American Pipeline position as of Q2 2021 after selling out during the quarter.
Key Financial Inc sold 200 Plains All American Pipeline shares in Q2 2021, an estimated $2K.
Key Financial Inc first reported a position in Plains All American Pipeline in Q1 2020 and held it in 2 quarters.
Key Financial Inc's Plains All American Pipeline position peaked at $2K in Q1 2021.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2021.

Based on Key Financial Inc's 13F filing for Q2 2021, filed 2 Aug 2021.