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New England Research & Management’s Plains All American Pipeline PAA Stock Holding History

New England Research & 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
2017
Q2 		– Sell
-9,750
Closed -$308K – 163
2017
Q1 		$308K Sell
9,750
-1,700
-15% -$53.7K 0.24% 130
2016
Q4 		$370K Buy
+11,450
New +$362K 0.29% 117

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

New England Research & Management's PAA Position: Q2 2017 in Review

New England Research & Management sold out of Plains All American Pipeline (PAA) in Q2 2017, closing a stake of 9,750 shares — an estimated $308K sold.

New England Research & Management first reported a position in PAA in Q4 2016 and held it in 2 quarters. The position peaked at $370K in Q4 2016. 407 funds tracked by Wall St. Rank hold PAA as of Q2 2017.

  • New England Research & Management reported no remaining Plains All American Pipeline position as of Q2 2017 after selling out during the quarter.
  • New England Research & Management sold 9,750 Plains All American Pipeline shares in Q2 2017, an estimated $308K.
  • New England Research & Management first reported a position in Plains All American Pipeline in Q4 2016 and held it in 2 quarters.
  • New England Research & Management's Plains All American Pipeline position peaked at $370K in Q4 2016.
  • 407 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2017.

Based on New England Research & Management's 13F filing for Q2 2017, filed 11 Jul 2017.