Krilogy Financial’s Plains All American Pipeline PAA Stock Holding History

Krilogy Financial’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
2017 Q4	–	Sell	-500	Closed	-$11K	–	822
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	567
2017 Q2	$13K	Hold	500	–	–	﹤0.01%	502
2017 Q1	$16K	Hold	500	–	–	0.01%	450
2016 Q4	$16K	Sell	500 -1,500	-75%	-$47.4K	0.01%	450
2016 Q3	$63K	Buy	2,000 +500	+33%	+$14.3K	0.02%	272
2016 Q2	$41K	Hold	1,500	–	–	0.01%	333
2016 Q1	$31K	Hold	1,500	–	–	0.01%	324
2015 Q4	$35K	Hold	1,500	–	–	0.03%	167
2015 Q3	$46K	Buy	+1,500	New	+$54.8K	0.02%	214

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIBC Private Wealth Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return