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LGL Partners’s Plains All American Pipeline PAA Stock Holding History

LGL Partners’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
2017
Q1 		– Sell
-6,154
Closed -$199K – 98
2016
Q4 		$199K Buy
+6,154
New +$194K 0.11% 92

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LGL Partners's PAA Position: Q1 2017 in Review

LGL Partners sold out of Plains All American Pipeline (PAA) in Q1 2017, closing a stake of 6,154 shares — an estimated $199K sold.

LGL Partners first reported a position in PAA in Q4 2016 and held it in 1 quarter. The position peaked at $199K in Q4 2016. 434 funds tracked by Wall St. Rank hold PAA as of Q1 2017.

  • LGL Partners reported no remaining Plains All American Pipeline position as of Q1 2017 after selling out during the quarter.
  • LGL Partners sold 6,154 Plains All American Pipeline shares in Q1 2017, an estimated $199K.
  • LGL Partners first reported a position in Plains All American Pipeline in Q4 2016 and held it in 1 quarter.
  • LGL Partners's Plains All American Pipeline position peaked at $199K in Q4 2016.
  • 434 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2017.

Based on LGL Partners's 13F filing for Q1 2017, filed 10 May 2017.