Mount Yale Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Mount Yale Investment Advisors’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
2026 Q1	$1.27M	Buy	+56,816	New	+$1.16M	0.03%	469
2018 Q4	–	Sell	-950	Closed	-$22K	–	638
2018 Q3	$22K	Buy	950 +110	+13%	+$2.77K	﹤0.01%	762
2018 Q2	$20K	Hold	840	–	–	﹤0.01%	793
2018 Q1	$19K	Buy	+840	New	+$18.5K	﹤0.01%	781

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's PAA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Plains All American Pipeline (PAA) in Q1 2026: 56,816 shares worth $1.27M. The stake represents 0.03% of the portfolio and ranks #469 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PAA as recently as Q3 2018.

Mount Yale Investment Advisors first reported a position in PAA in Q1 2018 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Mount Yale Investment Advisors held 56,816 shares of Plains All American Pipeline worth $1.27M as of Q1 2026.
Plains All American Pipeline was a new Mount Yale Investment Advisors position in Q1 2026.
Plains All American Pipeline made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #469 holding.
Mount Yale Investment Advisors first reported a position in Plains All American Pipeline in Q1 2018 and has held it in 4 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.