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

Lighthouse 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
2020
Q1 		– Sell
-75
Closed -$1K – 206
2019
Q4 		$1K Buy
+75
New +$1.38K ﹤0.01% 261

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lighthouse Financial Advisors's PAA Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 75 shares — an estimated $1K sold.

Lighthouse Financial Advisors first reported a position in PAA in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 75 Plains All American Pipeline shares in Q1 2020, an estimated $1K.
  • Lighthouse Financial Advisors first reported a position in Plains All American Pipeline in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Plains All American Pipeline position peaked at $1K in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.