Mariner Wealth Advisors (Cincinnati)’s Plains All American Pipeline PAA Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$644K	Buy	25,740 +6,595	+34%	+$166K	0.04%	166
2018 Q2	$453K	Hold	19,145	–	–	0.03%	206
2018 Q1	$422K	Hold	19,145	–	–	0.03%	209
2017 Q4	$395K	Sell	19,145 -5,000	-21%	-$102K	0.02%	206
2017 Q3	$512K	Hold	24,145	–	–	0.03%	170
2017 Q2	$634K	Hold	24,145	–	–	0.04%	149
2017 Q1	$763K	Buy	24,145 +3,500	+17%	+$111K	0.05%	135
2016 Q4	$667K	Hold	20,645	–	–	0.05%	140
2016 Q3	$648K	Hold	20,645	–	–	0.06%	142
2016 Q2	$568K	Buy	20,645 +8,765	+74%	+$212K	0.05%	153
2016 Q1	$249K	Hold	11,880	–	–	0.02%	216
2015 Q4	$274K	Buy	+11,880	New	+$320K	0.03%	199

Other funds holding PAA

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

KACA

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s PAA Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Plains All American Pipeline (PAA) stake by 34% in Q3 2018, buying an estimated $166K and bringing the position to 25,740 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #166.

Mariner Wealth Advisors (Cincinnati) first reported a position in PAA in Q4 2015 and has held it in 12 quarters since. The position peaked at $763K in Q1 2017. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 25,740 shares of Plains All American Pipeline worth $644K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 6,595 Plains All American Pipeline shares in Q3 2018, an estimated $166K.
Plains All American Pipeline made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #166 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Plains All American Pipeline in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Plains All American Pipeline position peaked at $763K in Q1 2017.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.