Parasol Investment Management’s Plains All American Pipeline PAA Stock Holding History

Parasol Investment 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 Q1	–	Sell	-240	Closed	-$12K	–	290
2014 Q4	$12K	Hold	240	–	–	0.01%	214
2014 Q3	$14K	Hold	240	–	–	0.01%	188
2014 Q2	$14K	Hold	240	–	–	0.01%	189
2014 Q1	$13K	Hold	240	–	–	0.01%	175
2013 Q4	$12K	Buy	+240	New	+$12.3K	0.01%	182

Other funds holding PAA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

HFA

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

Parasol Investment Management's PAA Position: Q1 2015 in Review

Parasol Investment Management sold out of Plains All American Pipeline (PAA) in Q1 2015, closing a stake of 240 shares — an estimated $12K sold.

Parasol Investment Management first reported a position in PAA in Q4 2013 and held it in 5 quarters. The position peaked at $14K in Q3 2014. 543 funds tracked by Wall St. Rank hold PAA as of Q1 2015.

Parasol Investment Management reported no remaining Plains All American Pipeline position as of Q1 2015 after selling out during the quarter.
Parasol Investment Management sold 240 Plains All American Pipeline shares in Q1 2015, an estimated $12K.
Parasol Investment Management first reported a position in Plains All American Pipeline in Q4 2013 and held it in 5 quarters.
Parasol Investment Management's Plains All American Pipeline position peaked at $14K in Q3 2014.
543 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2015.

Based on Parasol Investment Management's 13F filing for Q1 2015, filed 15 May 2015.