Mariner Independent Advisor Network’s Pembina Pipeline PBA Stock Holding History

Mariner Independent Advisor Network’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-12,599	Closed	-$399K	–	494
2021 Q3	$399K	Sell	12,599 -100	-0.8%	-$3.15K	0.02%	420
2021 Q2	$403K	Sell	12,699 -3,425	-21%	-$107K	0.02%	436
2021 Q1	$465K	Sell	16,124 -1,847	-10%	-$51.3K	0.02%	372
2020 Q4	$425K	Sell	17,971 -335	-2%	-$7.87K	0.02%	355
2020 Q3	$389K	Sell	18,306 -2,670	-13%	-$65.6K	0.03%	279
2020 Q2	$515K	Buy	20,976 +1,370	+7%	+$31.7K	0.05%	260
2020 Q1	$326K	Sell	19,606 -32	-0.2%	-$1.05K	0.03%	320
2019 Q4	$728K	Hold	19,638	–	–	0.05%	278
2019 Q3	$717K	Hold	19,638	–	–	0.05%	276
2019 Q2	$731K	Buy	19,638 +180	+0.9%	+$6.56K	0.06%	275
2019 Q1	$724K	Hold	19,458	–	–	0.06%	262
2018 Q4	$640K	Buy	+19,458	New	+$645K	0.06%	271
2018 Q2	–	Sell	-18,556	Closed	-$579K	–	267
2018 Q1	$579K	Sell	18,556 -1,497	-7%	-$49.6K	0.04%	278
2017 Q4	$701K	Buy	+20,053	New	+$694K	0.07%	213

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mariner Independent Advisor Network's PBA Position: Q4 2021 in Review

Mariner Independent Advisor Network sold out of Pembina Pipeline (PBA) in Q4 2021, closing a stake of 12,599 shares — an estimated $399K sold.

Mariner Independent Advisor Network first reported a position in PBA in Q4 2017 and held it in 14 quarters. The position peaked at $731K in Q2 2019. 337 funds tracked by Wall St. Rank hold PBA as of Q4 2021.

Mariner Independent Advisor Network reported no remaining Pembina Pipeline position as of Q4 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,599 Pembina Pipeline shares in Q4 2021, an estimated $399K.
Mariner Independent Advisor Network first reported a position in Pembina Pipeline in Q4 2017 and held it in 14 quarters.
Mariner Independent Advisor Network's Pembina Pipeline position peaked at $731K in Q2 2019.
337 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2021, filed 16 Feb 2022.