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Liberty Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Liberty Wealth Management’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
-345
Closed -$8K – 933
2019
Q1 		$8K Buy
345
+4
+1% +$95 0.01% 476
2018
Q4 		$6K Buy
+341
New +$7.77K ﹤0.01% 518

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's PAA Position: Q2 2019 in Review

Liberty Wealth Management sold out of Plains All American Pipeline (PAA) in Q2 2019, closing a stake of 345 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in PAA in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 375 funds tracked by Wall St. Rank hold PAA as of Q2 2019.

  • Liberty Wealth Management reported no remaining Plains All American Pipeline position as of Q2 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 345 Plains All American Pipeline shares in Q2 2019, an estimated $8K.
  • Liberty Wealth Management first reported a position in Plains All American Pipeline in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's Plains All American Pipeline position peaked at $8K in Q1 2019.
  • 375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2019.

Based on Liberty Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.