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

Legacy Financial 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
2019
Q2 		– Sell
-225
Closed -$6K – 672
2019
Q1 		$6K Hold
225
– – ﹤0.01% 740
2018
Q4 		$5K Buy
+225
New +$5.13K ﹤0.01% 740

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Legacy Financial Advisors's PAA Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Plains All American Pipeline (PAA) in Q2 2019, closing a stake of 225 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in PAA in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 375 funds tracked by Wall St. Rank hold PAA as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Plains All American Pipeline position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 225 Plains All American Pipeline shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Plains All American Pipeline in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Plains All American Pipeline position peaked at $6K in Q1 2019.
  • 375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.