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Robert N. Shapiro’s Plains All American Pipeline PAA Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$413K Hold
8,057
– – 0.08% 200
2014
Q3 		$474K Sell
8,057
-2,271
-22% -$133K 0.09% 187
2014
Q2 		$620K Hold
10,328
– – 0.12% 159
2014
Q1 		$569K Buy
10,328
+800
+8% +$42K 0.11% 165
2013
Q4 		$493K Sell
9,528
-285
-3% -$14.6K 0.09% 182
2013
Q3 		$517K Hold
9,813
– – 0.09% 175
2013
Q2 		$547K Buy
+9,813
New +$556K 0.11% 161

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Robert N. Shapiro's PAA Position: Q4 2014 in Review

Robert N. Shapiro held its Plains All American Pipeline (PAA) position steady in Q4 2014 at 8,057 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #200.

Robert N. Shapiro first reported a position in PAA in Q2 2013 and has held it in 7 quarters since. The position peaked at $620K in Q2 2014. 540 funds tracked by Wall St. Rank hold PAA as of Q4 2014.

  • Robert N. Shapiro held 8,057 shares of Plains All American Pipeline worth $413K as of Q4 2014.
  • Robert N. Shapiro left its Plains All American Pipeline share count unchanged in Q4 2014.
  • Plains All American Pipeline made up 0.08% of Robert N. Shapiro's portfolio in Q4 2014, its #200 holding.
  • Robert N. Shapiro first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Plains All American Pipeline position peaked at $620K in Q2 2014.
  • 540 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.