McCarthy Asset Management’s Plains All American Pipeline PAA Stock Holding History

McCarthy Asset Management’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
2022 Q2	–	Sell	-532	Closed	-$6K	–	208
2022 Q1	$6K	Buy	532 +9	+2%	+$96	﹤0.01%	188
2021 Q4	$5K	Buy	523 +8	+2%	+$80	﹤0.01%	194
2021 Q3	$5K	Buy	515 +10	+2%	+$99	﹤0.01%	197
2021 Q2	$6K	Sell	505 -2	-0.4%	-$21	﹤0.01%	234
2021 Q1	$5K	Buy	+507	New	+$4.63K	﹤0.01%	213

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

McCarthy Asset Management's PAA Position: Q2 2022 in Review

McCarthy Asset Management sold out of Plains All American Pipeline (PAA) in Q2 2022, closing a stake of 532 shares — an estimated $6K sold.

McCarthy Asset Management first reported a position in PAA in Q1 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 332 funds tracked by Wall St. Rank hold PAA as of Q2 2022.

McCarthy Asset Management reported no remaining Plains All American Pipeline position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 532 Plains All American Pipeline shares in Q2 2022, an estimated $6K.
McCarthy Asset Management first reported a position in Plains All American Pipeline in Q1 2021 and held it in 5 quarters.
McCarthy Asset Management's Plains All American Pipeline position peaked at $6K in Q1 2022.
332 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.