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

Novare 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
2020 Q4	–	Sell	-171,685	Closed	-$1.03M	–	150
2020 Q3	$1.03M	Buy	171,685 +1,175	+0.7%	+$8.76K	0.14%	91
2020 Q2	$1.51M	Sell	170,510 -2,400	-1%	-$20.4K	0.23%	85
2020 Q1	$913K	Sell	172,910 -1,400	-0.8%	-$19.2K	0.16%	90
2019 Q4	$3.21M	Buy	+174,310	New	+$3.2M	0.45%	77

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Novare Capital Management's PAA Position: Q4 2020 in Review

Novare Capital Management sold out of Plains All American Pipeline (PAA) in Q4 2020, closing a stake of 171,685 shares — an estimated $1.03M sold.

Novare Capital Management first reported a position in PAA in Q4 2019 and held it in 4 quarters. The position peaked at $3.21M in Q4 2019. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2020.

Novare Capital Management reported no remaining Plains All American Pipeline position as of Q4 2020 after selling out during the quarter.
Novare Capital Management sold 171,685 Plains All American Pipeline shares in Q4 2020, an estimated $1.03M.
Novare Capital Management first reported a position in Plains All American Pipeline in Q4 2019 and held it in 4 quarters.
Novare Capital Management's Plains All American Pipeline position peaked at $3.21M in Q4 2019.
349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2020.

Based on Novare Capital Management's 13F filing for Q4 2020, filed 1 Feb 2021.