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Omnia Family Wealth’s Plains All American Pipeline PAA Stock Holding History

Omnia Family Wealth’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
-318
Closed -$10K – 731
2017
Q1 		$10K Hold
318
– – ﹤0.01% 281
2016
Q4 		$10K Buy
+318
New +$10K 0.01% 290

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

Omnia Family Wealth's PAA Position: Q2 2017 in Review

Omnia Family Wealth sold out of Plains All American Pipeline (PAA) in Q2 2017, closing a stake of 318 shares — an estimated $10K sold.

Omnia Family Wealth first reported a position in PAA in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 407 funds tracked by Wall St. Rank hold PAA as of Q2 2017.

  • Omnia Family Wealth reported no remaining Plains All American Pipeline position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 318 Plains All American Pipeline shares in Q2 2017, an estimated $10K.
  • Omnia Family Wealth first reported a position in Plains All American Pipeline in Q4 2016 and held it in 2 quarters.
  • Omnia Family Wealth's Plains All American Pipeline position peaked at $10K in Q1 2017.
  • 407 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.