Lenox Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Lenox Wealth 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 Q4	–	Sell	-1,551	Closed	-$32K	–	793
2019 Q3	$32K	Buy	+1,551	New	+$35.1K	0.01%	213
2014 Q1	–	Sell	-2,610	Closed	-$135K	–	294
2013 Q4	$135K	Buy	+2,610	New	+$133K	0.09%	30

Other funds holding PAA

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CCM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's PAA Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q4 2019, closing a stake of 1,551 shares — an estimated $32K sold.

Lenox Wealth Advisors first reported a position in PAA in Q4 2013 and held it in 2 quarters. The position peaked at $135K in Q4 2013. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2019.

Lenox Wealth Advisors reported no remaining Plains All American Pipeline position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 1,551 Plains All American Pipeline shares in Q4 2019, an estimated $32K.
Lenox Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2013 and held it in 2 quarters.
Lenox Wealth Advisors's Plains All American Pipeline position peaked at $135K in Q4 2013.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.