Reilly Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

Reilly Financial 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
2021 Q4	$20K	Buy	2,168 +1,118	+106%	+$11.2K	﹤0.01%	576
2021 Q3	$11K	Hold	1,050	–	–	﹤0.01%	647
2021 Q2	$12K	Hold	1,050	–	–	﹤0.01%	674
2021 Q1	$10K	Hold	1,050	–	–	﹤0.01%	705
2020 Q4	$9K	Hold	1,050	–	–	﹤0.01%	649
2020 Q3	$6K	Hold	1,050	–	–	﹤0.01%	650
2020 Q2	$9K	Hold	1,050	–	–	﹤0.01%	608
2020 Q1	$6K	Hold	1,050	–	–	﹤0.01%	653
2019 Q4	$19K	Buy	+1,050	New	+$19.3K	﹤0.01%	514
2016 Q4	–	Sell	-308	Closed	-$10K	–	880
2016 Q3	$10K	Hold	308	–	–	﹤0.01%	530
2016 Q2	$8K	Hold	308	–	–	﹤0.01%	536
2016 Q1	$6K	Hold	308	–	–	﹤0.01%	874
2015 Q4	$7K	Sell	308 -840	-73%	-$22.6K	﹤0.01%	863
2015 Q3	$35K	Hold	1,148	–	–	0.01%	455
2015 Q2	$50K	Sell	1,148 -404	-26%	-$19.4K	0.01%	432
2015 Q1	$76K	Buy	1,552 +712	+85%	+$35.3K	0.01%	325
2014 Q4	$43K	Hold	840	–	–	0.01%	286
2014 Q3	$49K	Hold	840	–	–	0.01%	264
2014 Q2	$50K	Hold	840	–	–	0.01%	268
2014 Q1	$46K	Hold	840	–	–	0.01%	288
2013 Q4	$43K	Hold	840	–	–	0.01%	267
2013 Q3	$45K	Hold	840	–	–	0.01%	235
2013 Q2	$47K	Buy	+840	New	+$47.6K	0.01%	231

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

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

Reilly Financial Advisors's PAA Position: Q4 2021 in Review

Reilly Financial Advisors increased its Plains All American Pipeline (PAA) stake by 106% in Q4 2021, buying an estimated $11.2K and bringing the position to 2,168 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Reilly Financial Advisors first reported a position in PAA in Q2 2013 and has held it in 23 quarters since. The position peaked at $76K in Q1 2015. 343 funds tracked by Wall St. Rank hold PAA as of Q4 2021.

Reilly Financial Advisors held 2,168 shares of Plains All American Pipeline worth $20K as of Q4 2021.
Reilly Financial Advisors bought 1,118 Plains All American Pipeline shares in Q4 2021, an estimated $11.2K.
Plains All American Pipeline made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #576 holding.
Reilly Financial Advisors first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 23 quarters since.
Reilly Financial Advisors's Plains All American Pipeline position peaked at $76K in Q1 2015.
343 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.