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Merit Investment Management’s Plains All American Pipeline PAA Stock Holding History

Merit Investment 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
2013
Q4 		– Sell
-5,000
Closed -$263K – 48
2013
Q3 		$263K Sell
5,000
-15,372
-75% -$821K 0.32% 37
2013
Q2 		$1.14M Buy
+20,372
New +$1.15M 1.03% 28

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Merit Investment Management's PAA Position: Q4 2013 in Review

Merit Investment Management sold out of Plains All American Pipeline (PAA) in Q4 2013, closing a stake of 5,000 shares — an estimated $263K sold.

Merit Investment Management first reported a position in PAA in Q2 2013 and held it in 2 quarters. The position peaked at $1.14M in Q2 2013. 499 funds tracked by Wall St. Rank hold PAA as of Q4 2013.

  • Merit Investment Management reported no remaining Plains All American Pipeline position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 5,000 Plains All American Pipeline shares in Q4 2013, an estimated $263K.
  • Merit Investment Management first reported a position in Plains All American Pipeline in Q2 2013 and held it in 2 quarters.
  • Merit Investment Management's Plains All American Pipeline position peaked at $1.14M in Q2 2013.
  • 499 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.