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Linscomb Wealth’s Plains All American Pipeline PAA Stock Holding History

Linscomb Wealth’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
Q3 		– Sell
-10,518
Closed -$93K – 307
2020
Q2 		$93K Sell
10,518
-37,138
-78% -$316K 0.01% 289
2020
Q1 		$252K Sell
47,656
-4,850
-9% -$66.5K 0.02% 350
2019
Q4 		$966K Buy
+52,506
New +$965K 0.06% 231
2015
Q4 		– Sell
-20,019
Closed -$608K – 261
2015
Q3 		$608K Buy
20,019
+72
+0.4% +$2.63K 0.07% 135
2015
Q2 		$869K Sell
19,947
-246
-1% -$11.8K 0.09% 119
2015
Q1 		$985K Buy
20,193
+23
+0.1% +$1.14K 0.11% 113
2014
Q4 		$1.03M Buy
20,170
+3,647
+22% +$194K 0.11% 113
2014
Q3 		$972K Buy
16,523
+432
+3% +$25.3K 0.11% 112
2014
Q2 		$966K Buy
16,091
+145
+0.9% +$8.25K 0.1% 115
2014
Q1 		$879K Buy
15,946
+1,801
+13% +$94.5K 0.1% 118
2013
Q4 		$732K Sell
14,145
-1,002
-7% -$51.2K 0.09% 123
2013
Q3 		$798K Sell
15,147
-529
-3% -$28.2K 0.1% 108
2013
Q2 		$875K Buy
+15,676
New +$888K 0.12% 94

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Linscomb Wealth's PAA Position: Q3 2020 in Review

Linscomb Wealth sold out of Plains All American Pipeline (PAA) in Q3 2020, closing a stake of 10,518 shares — an estimated $93K sold.

Linscomb Wealth first reported a position in PAA in Q2 2013 and held it in 13 quarters. The position peaked at $1.03M in Q4 2014. 340 funds tracked by Wall St. Rank hold PAA as of Q3 2020.

  • Linscomb Wealth reported no remaining Plains All American Pipeline position as of Q3 2020 after selling out during the quarter.
  • Linscomb Wealth sold 10,518 Plains All American Pipeline shares in Q3 2020, an estimated $93K.
  • Linscomb Wealth first reported a position in Plains All American Pipeline in Q2 2013 and held it in 13 quarters.
  • Linscomb Wealth's Plains All American Pipeline position peaked at $1.03M in Q4 2014.
  • 340 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2020.

Based on Linscomb Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.