Loring Wolcott & Coolidge Fiduciary Advisors’s Plains All American Pipeline PAA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2015 Q4	–	Sell	-1,724	Closed	-$75K	–	663
2015 Q3	$75K	Hold	1,724	–	–	﹤0.01%	382
2015 Q2	$75K	Hold	1,724	–	–	﹤0.01%	382
2015 Q1	$84K	Hold	1,724	–	–	﹤0.01%	381
2014 Q4	$88K	Hold	1,724	–	–	﹤0.01%	369
2014 Q3	$101K	Hold	1,724	–	–	﹤0.01%	343
2014 Q2	$104K	Buy	1,724 +1,300	+307%	+$74K	﹤0.01%	354
2014 Q1	$23K	Hold	424	–	–	﹤0.01%	483
2013 Q4	$22K	Hold	424	–	–	﹤0.01%	462
2013 Q3	$22K	Hold	424	–	–	﹤0.01%	434
2013 Q2	$24K	Buy	+424	New	+$24K	﹤0.01%	458

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PAA Position: Q4 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Plains All American Pipeline (PAA) in Q4 2015, closing a stake of 1,724 shares — an estimated $75K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PAA in Q2 2013 and held it in 10 quarters. The position peaked at $104K in Q2 2014. 410 funds tracked by Wall St. Rank hold PAA as of Q4 2015.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Plains All American Pipeline position as of Q4 2015 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,724 Plains All American Pipeline shares in Q4 2015, an estimated $75K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Plains All American Pipeline position peaked at $104K in Q2 2014.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2015, filed 27 Jan 2016.