MSFP
PAA icon

Mark Sheptoff Financial Planning’s Plains All American Pipeline PAA Stock Holding History

Mark Sheptoff Financial Planning’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
2024
Q4 		– Sell
-100
Closed -$1.74K – 445
2024
Q3 		$1.74K Buy
+100
New +$1.79K ﹤0.01% 396
2021
Q1 		– Sell
-800
Closed -$7K – 390
2020
Q4 		$7K Hold
800
– – ﹤0.01% 289
2020
Q3 		$5K Hold
800
– – ﹤0.01% 272
2020
Q2 		$7K Hold
800
– – ﹤0.01% 277
2020
Q1 		$4K Hold
800
– – ﹤0.01% 285
2019
Q4 		$15K Hold
800
– – 0.01% 245
2019
Q3 		$17K Hold
800
– – 0.01% 225
2019
Q2 		$19K Hold
800
– – 0.01% 216
2019
Q1 		$20K Buy
+800
New +$18.9K 0.01% 211
2016
Q3 		– Sell
-218
Closed -$6K – 368
2016
Q2 		$6K Buy
+218
New +$5.28K ﹤0.01% 273
2015
Q2 		– Sell
-14,201
Closed -$693K – 399
2015
Q1 		$693K Sell
14,201
-494
-3% -$24.5K 0.58% 47
2014
Q4 		$754K Sell
14,695
-1,896
-11% -$101K 0.67% 46
2014
Q3 		$977K Sell
16,591
-95
-0.6% -$5.57K 0.86% 32
2014
Q2 		$1M Sell
16,686
-46
-0.3% -$2.62K 0.86% 36
2014
Q1 		$922K Buy
+16,732
New +$878K 0.82% 36

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Mark Sheptoff Financial Planning's PAA Position: Q4 2024 in Review

Mark Sheptoff Financial Planning sold out of Plains All American Pipeline (PAA) in Q4 2024, closing a stake of 100 shares — an estimated $1.74K sold.

Mark Sheptoff Financial Planning first reported a position in PAA in Q1 2014 and held it in 15 quarters. The position peaked at $1M in Q2 2014. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2024.

  • Mark Sheptoff Financial Planning reported no remaining Plains All American Pipeline position as of Q4 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Plains All American Pipeline shares in Q4 2024, an estimated $1.74K.
  • Mark Sheptoff Financial Planning first reported a position in Plains All American Pipeline in Q1 2014 and held it in 15 quarters.
  • Mark Sheptoff Financial Planning's Plains All American Pipeline position peaked at $1M in Q2 2014.
  • 381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2024, filed 12 Feb 2025.