Lehman Financial Resources’s Plains All American Pipeline PAA Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-400	Closed	-$12K	–	254
2015 Q3	$12K	Hold	400	–	–	0.01%	288
2015 Q2	$17K	Hold	400	–	–	0.01%	264
2015 Q1	$20K	Hold	400	–	–	0.01%	252
2014 Q4	$21K	Hold	400	–	–	0.01%	236
2014 Q3	$24K	Hold	400	–	–	0.01%	214
2014 Q2	$24K	Hold	400	–	–	0.01%	211
2014 Q1	$22K	Hold	400	–	–	0.01%	211
2013 Q4	$21K	Buy	+400	New	+$20.4K	0.01%	218

Other funds holding PAA

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HFA

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

KACA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lehman Financial Resources's PAA Position: Q4 2015 in Review

Lehman Financial Resources sold out of Plains All American Pipeline (PAA) in Q4 2015, closing a stake of 400 shares — an estimated $12K sold.

Lehman Financial Resources first reported a position in PAA in Q4 2013 and held it in 8 quarters. The position peaked at $24K in Q3 2014. 410 funds tracked by Wall St. Rank hold PAA as of Q4 2015.

Lehman Financial Resources reported no remaining Plains All American Pipeline position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 400 Plains All American Pipeline shares in Q4 2015, an estimated $12K.
Lehman Financial Resources first reported a position in Plains All American Pipeline in Q4 2013 and held it in 8 quarters.
Lehman Financial Resources's Plains All American Pipeline position peaked at $24K in Q3 2014.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.