Leavell Investment Management’s Plains All American Pipeline PAA Stock Holding History

Leavell Investment Management’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
2019 Q3	–	Sell	-8,942	Closed	-$218K	–	387
2019 Q2	$218K	Hold	8,942	–	–	0.02%	362
2019 Q1	$219K	Buy	+8,942	New	+$211K	0.02%	353
2018 Q4	–	Sell	-8,942	Closed	-$224K	–	369
2018 Q3	$224K	Hold	8,942	–	–	0.02%	355
2018 Q2	$211K	Buy	+8,942	New	+$215K	0.02%	362
2017 Q3	–	Sell	-8,942	Closed	-$235K	–	371
2017 Q2	$235K	Hold	8,942	–	–	0.03%	342
2017 Q1	$283K	Hold	8,942	–	–	0.04%	313
2016 Q4	$289K	Hold	8,942	–	–	0.04%	313
2016 Q3	$281K	Hold	8,942	–	–	0.04%	315
2016 Q2	$246K	Buy	+8,942	New	+$216K	0.04%	348
2016 Q1	–	Sell	-8,942	Closed	-$207K	–	380
2015 Q4	$207K	Hold	8,942	–	–	0.03%	359
2015 Q3	$272K	Sell	8,942 -4,380	-33%	-$160K	0.04%	324
2015 Q2	$580K	Hold	13,322	–	–	0.09%	218
2015 Q1	$650K	Hold	13,322	–	–	0.1%	206
2014 Q4	$684K	Buy	13,322 +230	+2%	+$12.2K	0.11%	198
2014 Q3	$771K	Hold	13,092	–	–	0.12%	185
2014 Q2	$786K	Buy	13,092 +8,942	+215%	+$509K	0.12%	186
2014 Q1	$229K	Hold	4,150	–	–	0.04%	364
2013 Q4	$215K	Hold	4,150	–	–	0.04%	368
2013 Q3	$219K	Hold	4,150	–	–	0.04%	351
2013 Q2	$232K	Buy	+4,150	New	+$235K	0.04%	342

Other funds holding PAA

TCA

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

KACA

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

Leavell Investment Management's PAA Position: Q3 2019 in Review

Leavell Investment Management sold out of Plains All American Pipeline (PAA) in Q3 2019, closing a stake of 8,942 shares — an estimated $218K sold.

Leavell Investment Management first reported a position in PAA in Q2 2013 and held it in 20 quarters. The position peaked at $786K in Q2 2014. 375 funds tracked by Wall St. Rank hold PAA as of Q3 2019.

Leavell Investment Management reported no remaining Plains All American Pipeline position as of Q3 2019 after selling out during the quarter.
Leavell Investment Management sold 8,942 Plains All American Pipeline shares in Q3 2019, an estimated $218K.
Leavell Investment Management first reported a position in Plains All American Pipeline in Q2 2013 and held it in 20 quarters.
Leavell Investment Management's Plains All American Pipeline position peaked at $786K in Q2 2014.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2019.

Based on Leavell Investment Management's 13F filing for Q3 2019, filed 28 Oct 2019.