RMR Wealth Builders’s Plains All American Pipeline PAA Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-400	Closed	-$4K	–	525
2021 Q1	$4K	Hold	400	–	–	﹤0.01%	694
2020 Q4	$3K	Buy	+400	New	+$3.04K	﹤0.01%	482
2020 Q3	–	Sell	-400	Closed	-$4K	–	391
2020 Q2	$4K	Buy	+400	New	+$3.4K	﹤0.01%	390
2019 Q4	$7K	Buy	+400	New	+$7.35K	0.01%	359

Other funds holding PAA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RMR Wealth Builders's PAA Position: Q2 2021 in Review

RMR Wealth Builders sold out of Plains All American Pipeline (PAA) in Q2 2021, closing a stake of 400 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in PAA in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 335 funds tracked by Wall St. Rank hold PAA as of Q2 2021.

RMR Wealth Builders reported no remaining Plains All American Pipeline position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 400 Plains All American Pipeline shares in Q2 2021, an estimated $4K.
RMR Wealth Builders first reported a position in Plains All American Pipeline in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Plains All American Pipeline position peaked at $7K in Q4 2019.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.