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

KMS 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
2014
Q3 		$2.12M Buy
35,944
+255
+0.7% +$14.9K 0.3% 79
2014
Q2 		$2.14M Sell
35,689
-627
-2% -$35.7K 0.31% 76
2014
Q1 		$2M Buy
36,316
+20,656
+132% +$1.08M 0.32% 77
2013
Q4 		$811K Buy
15,660
+9,690
+162% +$495K 0.14% 169
2013
Q3 		$314K Buy
+5,970
New +$319K 0.08% 282

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KMS Financial Services's PAA Position: Q3 2014 in Review

KMS Financial Services increased its Plains All American Pipeline (PAA) stake by 0.71% in Q3 2014, buying an estimated $14.9K and bringing the position to 35,944 shares worth $2.12M. The position accounts for 0.3% of the portfolio, ranked #79.

KMS Financial Services first reported a position in PAA in Q3 2013 and has held it in 5 quarters since. The position peaked at $2.14M in Q2 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q3 2014.

  • KMS Financial Services held 35,944 shares of Plains All American Pipeline worth $2.12M as of Q3 2014.
  • KMS Financial Services bought 255 Plains All American Pipeline shares in Q3 2014, an estimated $14.9K.
  • Plains All American Pipeline made up 0.3% of KMS Financial Services's portfolio in Q3 2014, its #79 holding.
  • KMS Financial Services first reported a position in Plains All American Pipeline in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's Plains All American Pipeline position peaked at $2.14M in Q2 2014.
  • 540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.