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Legacy Advisors’s Plains All American Pipeline PAA Stock Holding History

Legacy Advisors’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
2018
Q4 		– Sell
-312
Closed -$8K – 314
2018
Q3 		$8K Sell
312
-6,082
-95% -$153K ﹤0.01% 372
2018
Q2 		$151K Buy
6,394
+78
+1% +$1.88K 0.11% 106
2018
Q1 		$150K Buy
+6,316
New +$139K 0.11% 96
2017
Q4 		– Sell
-500
Closed -$10K – 409
2017
Q3 		$10K Buy
+500
New +$11.6K 0.01% 223

Other funds holding PAA

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Legacy Advisors's PAA Position: Q4 2018 in Review

Legacy Advisors sold out of Plains All American Pipeline (PAA) in Q4 2018, closing a stake of 312 shares — an estimated $8K sold.

Legacy Advisors first reported a position in PAA in Q3 2017 and held it in 4 quarters. The position peaked at $151K in Q2 2018. 373 funds tracked by Wall St. Rank hold PAA as of Q4 2018.

  • Legacy Advisors reported no remaining Plains All American Pipeline position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 312 Plains All American Pipeline shares in Q4 2018, an estimated $8K.
  • Legacy Advisors first reported a position in Plains All American Pipeline in Q3 2017 and held it in 4 quarters.
  • Legacy Advisors's Plains All American Pipeline position peaked at $151K in Q2 2018.
  • 373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.