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Lourd Capital’s Plains All American Pipeline PAA Stock Holding History

Lourd Capital’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
2013
Q4 		– Sell
-6,000
Closed -$316K – 103
2013
Q3 		$316K Hold
6,000
– – 0.04% 77
2013
Q2 		$335K Buy
+6,000
New +$340K 0.04% 72

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lourd Capital's PAA Position: Q4 2013 in Review

Lourd Capital sold out of Plains All American Pipeline (PAA) in Q4 2013, closing a stake of 6,000 shares — an estimated $316K sold.

Lourd Capital first reported a position in PAA in Q2 2013 and held it in 2 quarters. The position peaked at $335K in Q2 2013. 499 funds tracked by Wall St. Rank hold PAA as of Q4 2013.

  • Lourd Capital reported no remaining Plains All American Pipeline position as of Q4 2013 after selling out during the quarter.
  • Lourd Capital sold 6,000 Plains All American Pipeline shares in Q4 2013, an estimated $316K.
  • Lourd Capital first reported a position in Plains All American Pipeline in Q2 2013 and held it in 2 quarters.
  • Lourd Capital's Plains All American Pipeline position peaked at $335K in Q2 2013.
  • 499 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2013.

Based on Lourd Capital's 13F filing for Q4 2013, filed 10 Feb 2014.