Laurel Wealth Advisors (North Carolina)’s Plains All American Pipeline PAA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-400	Closed	-$4K	–	548
2020 Q2	$4K	Hold	400	–	–	﹤0.01%	439
2020 Q1	$2K	Hold	400	–	–	﹤0.01%	476
2019 Q4	$7K	Hold	400	–	–	﹤0.01%	416
2019 Q3	$8K	Hold	400	–	–	﹤0.01%	402
2019 Q2	$10K	Hold	400	–	–	﹤0.01%	382
2019 Q1	$10K	Hold	400	–	–	﹤0.01%	374
2018 Q4	$8K	Buy	+400	New	+$9.12K	﹤0.01%	377

Other funds holding PAA

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

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

CCM

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

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

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

Laurel Wealth Advisors (North Carolina)'s PAA Position: Q3 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Plains All American Pipeline (PAA) in Q3 2020, closing a stake of 400 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PAA in Q4 2018 and held it in 7 quarters. The position peaked at $10K in Q2 2019. 340 funds tracked by Wall St. Rank hold PAA as of Q3 2020.

Laurel Wealth Advisors (North Carolina) reported no remaining Plains All American Pipeline position as of Q3 2020 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 400 Plains All American Pipeline shares in Q3 2020, an estimated $4K.
Laurel Wealth Advisors (North Carolina) first reported a position in Plains All American Pipeline in Q4 2018 and held it in 7 quarters.
Laurel Wealth Advisors (North Carolina)'s Plains All American Pipeline position peaked at $10K in Q2 2019.
340 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2020, filed 10 Nov 2020.