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MPS Loria Financial Planners’s Plains All American Pipeline PAA Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-1,000
Closed -$20K – 266
2017
Q2 		$20K Buy
+1,000
New +$27.7K 0.01% 226

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

MPS Loria Financial Planners's PAA Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Plains All American Pipeline (PAA) in Q3 2017, closing a stake of 1,000 shares — an estimated $20K sold.

MPS Loria Financial Planners first reported a position in PAA in Q2 2017 and held it in 1 quarter. The position peaked at $20K in Q2 2017. 378 funds tracked by Wall St. Rank hold PAA as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Plains All American Pipeline position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,000 Plains All American Pipeline shares in Q3 2017, an estimated $20K.
  • MPS Loria Financial Planners first reported a position in Plains All American Pipeline in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Plains All American Pipeline position peaked at $20K in Q2 2017.
  • 378 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.