Mount Yale Investment Advisors’s Pembina Pipeline PBA Stock Holding History

Mount Yale Investment Advisors’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	-$375	–	1325
2025 Q2	$375	Buy	+10	New	+$377	﹤0.01%	1429
2018 Q4	–	Sell	-930	Closed	-$33K	–	644
2018 Q3	$33K	Hold	930	–	–	0.01%	685
2018 Q2	$32K	Buy	+930	New	+$31.1K	0.01%	715

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Mount Yale Investment Advisors's PBA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pembina Pipeline (PBA) in Q3 2025, closing a stake of 10 shares — an estimated $375 sold.

Mount Yale Investment Advisors first reported a position in PBA in Q2 2018 and held it in 3 quarters. The position peaked at $33K in Q3 2018. 401 funds tracked by Wall St. Rank hold PBA as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Pembina Pipeline position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 10 Pembina Pipeline shares in Q3 2025, an estimated $375.
Mount Yale Investment Advisors first reported a position in Pembina Pipeline in Q2 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's Pembina Pipeline position peaked at $33K in Q3 2018.
401 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.