Pathway Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

Pathway Financial 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 Q3	–	Sell	-2,438	Closed	-$58K	–	283
2018 Q2	$58K	Hold	2,438	–	–	0.03%	232
2018 Q1	$54K	Hold	2,438	–	–	0.03%	244
2017 Q4	$50K	Buy	+2,438	New	+$49.7K	0.03%	275

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

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

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

KACA

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

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pathway Financial Advisors's PAA Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Plains All American Pipeline (PAA) in Q3 2018, closing a stake of 2,438 shares — an estimated $58K sold.

Pathway Financial Advisors first reported a position in PAA in Q4 2017 and held it in 3 quarters. The position peaked at $58K in Q2 2018. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2018.

Pathway Financial Advisors reported no remaining Plains All American Pipeline position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 2,438 Plains All American Pipeline shares in Q3 2018, an estimated $58K.
Pathway Financial Advisors first reported a position in Plains All American Pipeline in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's Plains All American Pipeline position peaked at $58K in Q2 2018.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.