Private Capital Group’s Plains All American Pipeline PAA Stock Holding History

Private Capital Group’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
2019 Q4	–	Sell	-488	Closed	-$10K	–	2139
2019 Q3	$10K	Buy	+488	New	+$11K	﹤0.01%	1470
2019 Q2	–	Sell	-488	Closed	-$12K	–	2368
2019 Q1	$12K	Hold	488	–	–	﹤0.01%	1404
2018 Q4	$10K	Hold	488	–	–	﹤0.01%	1396
2018 Q3	$12K	Buy	+488	New	+$12.3K	﹤0.01%	1379

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CCM

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

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

Private Capital Group's PAA Position: Q4 2019 in Review

Private Capital Group sold out of Plains All American Pipeline (PAA) in Q4 2019, closing a stake of 488 shares — an estimated $10K sold.

Private Capital Group first reported a position in PAA in Q3 2018 and held it in 4 quarters. The position peaked at $12K in Q1 2019. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2019.

Private Capital Group reported no remaining Plains All American Pipeline position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 488 Plains All American Pipeline shares in Q4 2019, an estimated $10K.
Private Capital Group first reported a position in Plains All American Pipeline in Q3 2018 and held it in 4 quarters.
Private Capital Group's Plains All American Pipeline position peaked at $12K in Q1 2019.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.