Patriot Financial Group Insurance Agency’s Plains All American Pipeline PAA Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-300	Closed	-$3K	–	1801
2020 Q2	$3K	Hold	300	–	–	﹤0.01%	1321
2020 Q1	$2K	Sell	300 -504	-63%	-$6.91K	﹤0.01%	1324
2019 Q4	$15K	Sell	804 -196	-20%	-$3.6K	0.01%	749
2019 Q3	$21K	Hold	1,000	–	–	0.01%	636
2019 Q2	$24K	Hold	1,000	–	–	0.01%	589
2019 Q1	$25K	Buy	1,000 +200	+25%	+$4.73K	0.01%	499
2018 Q4	$16K	Buy	+800	New	+$18.2K	0.01%	515

Other funds holding PAA

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

Blackstone Inc New York $25.6B AUM 26.83% 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

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

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 $1.66T AUM 25.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's PAA Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Plains All American Pipeline (PAA) in Q3 2020, closing a stake of 300 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PAA in Q4 2018 and held it in 7 quarters. The position peaked at $25K in Q1 2019. 340 funds tracked by Wall St. Rank hold PAA as of Q3 2020.

Patriot Financial Group Insurance Agency reported no remaining Plains All American Pipeline position as of Q3 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 300 Plains All American Pipeline shares in Q3 2020, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Plains All American Pipeline in Q4 2018 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Plains All American Pipeline position peaked at $25K in Q1 2019.
340 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.