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Rational Advisors’s Plains All American Pipeline PAA Stock Holding History

Rational 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
Q2 		– Sell
-11,600
Closed -$255K – 552
2018
Q1 		$255K Sell
11,600
-14,600
-56% -$321K 0.12% 195
2017
Q4 		$541K Buy
+26,200
New +$534K 0.28% 133
2013
Q4 		$248K Sell
4,800
-35,200
-88% -$1.8M 0.02% 453
2013
Q3 		$2.11M Buy
+40,000
New +$2.14M 0.16% 202

Other funds holding PAA

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Rational Advisors's PAA Position: Q2 2018 in Review

Rational Advisors sold out of Plains All American Pipeline (PAA) in Q2 2018, closing a stake of 11,600 shares — an estimated $255K sold.

Rational Advisors first reported a position in PAA in Q3 2013 and held it in 4 quarters. The position peaked at $2.11M in Q3 2013. 373 funds tracked by Wall St. Rank hold PAA as of Q2 2018.

  • Rational Advisors reported no remaining Plains All American Pipeline position as of Q2 2018 after selling out during the quarter.
  • Rational Advisors sold 11,600 Plains All American Pipeline shares in Q2 2018, an estimated $255K.
  • Rational Advisors first reported a position in Plains All American Pipeline in Q3 2013 and held it in 4 quarters.
  • Rational Advisors's Plains All American Pipeline position peaked at $2.11M in Q3 2013.
  • 373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2018.

Based on Rational Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.