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Regal Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Regal Investment 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
2024
Q3 		– Sell
-16,288
Closed -$291K – 554
2024
Q2 		$291K Buy
16,288
+193
+1% +$3.37K 0.02% 471
2024
Q1 		$283K Buy
16,095
+210
+1% +$3.39K 0.02% 473
2023
Q4 		$241K Sell
15,885
-821
-5% -$12.5K 0.02% 467
2023
Q3 		$256K Sell
16,706
-1,928
-10% -$28.9K 0.02% 419
2023
Q2 		$263K Buy
18,634
+329
+2% +$4.34K 0.02% 422
2023
Q1 		$228K Buy
+18,305
New +$229K 0.02% 455
2015
Q4 		– Sell
-6,379
Closed -$193K – 694
2015
Q3 		$193K Buy
6,379
+4
+0.1% +$146 0.05% 235
2015
Q2 		$277K Sell
6,375
-260
-4% -$12.5K 0.07% 198
2015
Q1 		$324K Buy
6,635
+4,600
+226% +$228K 0.08% 191
2014
Q4 		$104K Hold
2,035
– – 0.03% 298
2014
Q3 		$120K Sell
2,035
-5
-0.2% -$293 0.04% 281
2014
Q2 		$123K Hold
2,040
– – 0.04% 255
2014
Q1 		$112K Sell
2,040
-995
-33% -$52.2K 0.05% 247
2013
Q4 		$157K Buy
3,035
+2,899
+2,132% +$148K 0.09% 166
2013
Q3 		$7K Buy
136
+2
+1% +$107 ﹤0.01% 664
2013
Q2 		$7K Buy
+134
New +$7.59K ﹤0.01% 651

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regal Investment Advisors's PAA Position: Q3 2024 in Review

Regal Investment Advisors sold out of Plains All American Pipeline (PAA) in Q3 2024, closing a stake of 16,288 shares — an estimated $291K sold.

Regal Investment Advisors first reported a position in PAA in Q2 2013 and held it in 16 quarters. The position peaked at $324K in Q1 2015. 370 funds tracked by Wall St. Rank hold PAA as of Q3 2024.

  • Regal Investment Advisors reported no remaining Plains All American Pipeline position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 16,288 Plains All American Pipeline shares in Q3 2024, an estimated $291K.
  • Regal Investment Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 16 quarters.
  • Regal Investment Advisors's Plains All American Pipeline position peaked at $324K in Q1 2015.
  • 370 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.