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M Holdings Securities’s Plains All American Pipeline PAA Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-500
Closed -$29K – 357
2014
Q3 		$29K Buy
+500
New +$29.3K 0.02% 468

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

M Holdings Securities's PAA Position: Q4 2014 in Review

M Holdings Securities sold out of Plains All American Pipeline (PAA) in Q4 2014, closing a stake of 500 shares — an estimated $29K sold.

M Holdings Securities first reported a position in PAA in Q3 2014 and held it in 1 quarter. The position peaked at $29K in Q3 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q4 2014.

  • M Holdings Securities reported no remaining Plains All American Pipeline position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 500 Plains All American Pipeline shares in Q4 2014, an estimated $29K.
  • M Holdings Securities first reported a position in Plains All American Pipeline in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Plains All American Pipeline position peaked at $29K in Q3 2014.
  • 540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.