Retirement Planning Group (Kansas)’s Plains All American Pipeline PAA Stock Holding History

Retirement Planning Group (Kansas)’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
2015 Q2	–	Hold	0	–	–	–	50
2015 Q1	–	Hold	0	–	–	–	46
2014 Q4	–	Hold	0	–	–	–	48
2014 Q3	–	Sell	-8,844	Closed	-$531K	–	67
2014 Q2	$531K	Buy	8,844 +5	+0.1%	+$284	0.16%	46
2014 Q1	$487K	Buy	8,839 +345	+4%	+$18.1K	0.16%	50
2013 Q4	$440K	Buy	8,494 +4,094	+93%	+$209K	0.16%	51
2013 Q3	$232K	Hold	4,400	–	–	0.08%	72
2013 Q2	$246K	Buy	+4,400	New	+$249K	0.1%	70

Other funds holding PAA

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

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

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

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

HFA

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

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

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

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

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

Retirement Planning Group (Kansas)'s PAA Position: Q2 2015 in Review

Retirement Planning Group (Kansas) held its Plains All American Pipeline (PAA) position steady in Q2 2015 at 0 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #50.

Retirement Planning Group (Kansas) first reported a position in PAA in Q2 2013 and has held it in 5 quarters since. The position peaked at $531K in Q2 2014. 521 funds tracked by Wall St. Rank hold PAA as of Q2 2015.

Retirement Planning Group (Kansas) held 0 shares of Plains All American Pipeline worth $297K as of Q2 2015.
Retirement Planning Group (Kansas) left its Plains All American Pipeline share count unchanged in Q2 2015.
Plains All American Pipeline made up 0.12% of Retirement Planning Group (Kansas)'s portfolio in Q2 2015, its #50 holding.
Retirement Planning Group (Kansas) first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 5 quarters since.
Retirement Planning Group (Kansas)'s Plains All American Pipeline position peaked at $531K in Q2 2014.
521 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2015.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2015, filed 7 Aug 2015.