New England Private Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

New England Private Wealth 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
2018 Q4	–	Sell	-8,000	Closed	-$200K	–	157
2018 Q3	$200K	Buy	+8,000	New	+$201K	0.05%	145
2017 Q2	–	Sell	-7,300	Closed	-$231K	–	144
2017 Q1	$231K	Buy	+7,300	New	+$231K	0.07%	118

Other funds holding PAA

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

New England Private Wealth Advisors's PAA Position: Q4 2018 in Review

New England Private Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q4 2018, closing a stake of 8,000 shares — an estimated $200K sold.

New England Private Wealth Advisors first reported a position in PAA in Q1 2017 and held it in 2 quarters. The position peaked at $231K in Q1 2017. 373 funds tracked by Wall St. Rank hold PAA as of Q4 2018.

New England Private Wealth Advisors reported no remaining Plains All American Pipeline position as of Q4 2018 after selling out during the quarter.
New England Private Wealth Advisors sold 8,000 Plains All American Pipeline shares in Q4 2018, an estimated $200K.
New England Private Wealth Advisors first reported a position in Plains All American Pipeline in Q1 2017 and held it in 2 quarters.
New England Private Wealth Advisors's Plains All American Pipeline position peaked at $231K in Q1 2017.
373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2018.

Based on New England Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.