Lake Street Private Wealth’s Plains All American Pipeline PAA Stock Holding History

Lake Street Private Wealth’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
2020 Q2	–	Sell	-69,500	Closed	-$366K	–	154
2020 Q1	$366K	Sell	69,500 -15,100	-18%	-$207K	0.17%	108
2019 Q4	$1.56M	Buy	84,600 +16,950	+25%	+$311K	0.6%	64
2019 Q3	$1.4M	Buy	67,650 +8,850	+15%	+$200K	0.64%	59
2019 Q2	$1.43M	Sell	58,800 -50	-0.1%	-$1.19K	0.84%	48
2019 Q1	$1.44M	Buy	+58,850	New	+$1.39M	0.99%	40

Other funds holding PAA

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

TCA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

CCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

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

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

Lake Street Private Wealth's PAA Position: Q2 2020 in Review

Lake Street Private Wealth sold out of Plains All American Pipeline (PAA) in Q2 2020, closing a stake of 69,500 shares — an estimated $366K sold.

Lake Street Private Wealth first reported a position in PAA in Q1 2019 and held it in 5 quarters. The position peaked at $1.56M in Q4 2019. 337 funds tracked by Wall St. Rank hold PAA as of Q2 2020.

Lake Street Private Wealth reported no remaining Plains All American Pipeline position as of Q2 2020 after selling out during the quarter.
Lake Street Private Wealth sold 69,500 Plains All American Pipeline shares in Q2 2020, an estimated $366K.
Lake Street Private Wealth first reported a position in Plains All American Pipeline in Q1 2019 and held it in 5 quarters.
Lake Street Private Wealth's Plains All American Pipeline position peaked at $1.56M in Q4 2019.
337 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2020.

Based on Lake Street Private Wealth's 13F filing for Q2 2020, filed 14 Jul 2020.