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	–	821
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 23.41% 1-Year Est. Return

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

TCA

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Krilogy Financial's PAA Position: Q4 2017 in Review

Krilogy Financial sold out of Plains All American Pipeline (PAA) in Q4 2017, closing a stake of 500 shares — an estimated $11K sold.

Krilogy Financial first reported a position in PAA in Q3 2015 and held it in 9 quarters. The position peaked at $63K in Q3 2016. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2017.

Krilogy Financial reported no remaining Plains All American Pipeline position as of Q4 2017 after selling out during the quarter.
Krilogy Financial sold 500 Plains All American Pipeline shares in Q4 2017, an estimated $11K.
Krilogy Financial first reported a position in Plains All American Pipeline in Q3 2015 and held it in 9 quarters.
Krilogy Financial's Plains All American Pipeline position peaked at $63K in Q3 2016.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2017.

Based on Krilogy Financial's 13F filing for Q4 2017, filed 14 Feb 2018.