Nelson Capital Management’s Plains All American Pipeline PAA Stock Holding History

Nelson Capital 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
2015 Q4	–	Sell	-512	Closed	-$16K	–	267
2015 Q3	$16K	Hold	512	–	–	0.01%	176
2015 Q2	$22K	Sell	512 -211	-29%	-$10.1K	0.01%	175
2015 Q1	$35K	Hold	723	–	–	0.01%	136
2014 Q4	$37K	Hold	723	–	–	0.01%	137
2014 Q3	$43K	Hold	723	–	–	0.02%	130
2014 Q2	$43K	Hold	723	–	–	0.02%	123
2014 Q1	$40K	Sell	723 -45	-6%	-$2.36K	0.02%	123
2013 Q4	$40K	Sell	768 -2	-0.3%	-$102	0.02%	120
2013 Q3	$41K	Buy	+770	New	+$41.1K	0.02%	114

Other funds holding PAA

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nelson Capital Management's PAA Position: Q4 2015 in Review

Nelson Capital Management sold out of Plains All American Pipeline (PAA) in Q4 2015, closing a stake of 512 shares — an estimated $16K sold.

Nelson Capital Management first reported a position in PAA in Q3 2013 and held it in 9 quarters. The position peaked at $43K in Q3 2014. 410 funds tracked by Wall St. Rank hold PAA as of Q4 2015.

Nelson Capital Management reported no remaining Plains All American Pipeline position as of Q4 2015 after selling out during the quarter.
Nelson Capital Management sold 512 Plains All American Pipeline shares in Q4 2015, an estimated $16K.
Nelson Capital Management first reported a position in Plains All American Pipeline in Q3 2013 and held it in 9 quarters.
Nelson Capital Management's Plains All American Pipeline position peaked at $43K in Q3 2014.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2015.

Based on Nelson Capital Management's 13F filing for Q4 2015, filed 2 Feb 2016.