Private Wealth Partners’s Plains All American Pipeline PAA Stock Holding History

Private Wealth Partners’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
2014 Q1	–	Sell	-9,000	Closed	-$466K	–	168
2013 Q4	$466K	Sell	9,000 -1,000	-10%	-$51.1K	0.1%	126
2013 Q3	$527K	Buy	10,000 +5,000	+100%	+$267K	0.12%	121
2013 Q2	$279K	Buy	+5,000	New	+$283K	0.07%	149

Other funds holding PAA

TCA

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

KACA

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HFA

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

Private Wealth Partners's PAA Position: Q1 2014 in Review

Private Wealth Partners sold out of Plains All American Pipeline (PAA) in Q1 2014, closing a stake of 9,000 shares — an estimated $466K sold.

Private Wealth Partners first reported a position in PAA in Q2 2013 and held it in 3 quarters. The position peaked at $527K in Q3 2013. 506 funds tracked by Wall St. Rank hold PAA as of Q1 2014.

Private Wealth Partners reported no remaining Plains All American Pipeline position as of Q1 2014 after selling out during the quarter.
Private Wealth Partners sold 9,000 Plains All American Pipeline shares in Q1 2014, an estimated $466K.
Private Wealth Partners first reported a position in Plains All American Pipeline in Q2 2013 and held it in 3 quarters.
Private Wealth Partners's Plains All American Pipeline position peaked at $527K in Q3 2013.
506 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2014.

Based on Private Wealth Partners's 13F filing for Q1 2014, filed 24 Apr 2014.