Ropes Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Ropes Wealth 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
2020 Q1	–	Sell	-300	Closed	-$6K	–	553
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	495
2019 Q3	$6K	Sell	300 -165	-35%	-$3.73K	﹤0.01%	507
2019 Q2	$11K	Hold	465	–	–	﹤0.01%	476
2019 Q1	$11K	Buy	+465	New	+$11K	﹤0.01%	446
2017 Q4	–	Sell	-750	Closed	-$16K	–	805
2017 Q3	$16K	Sell	750 -469	-38%	-$10.9K	﹤0.01%	443
2017 Q2	$32K	Buy	1,219 +469	+63%	+$13K	0.01%	367
2017 Q1	$24K	Hold	750	–	–	0.01%	385
2016 Q4	$24K	Hold	750	–	–	0.01%	384
2016 Q3	$24K	Hold	750	–	–	0.01%	344
2016 Q2	$21K	Hold	750	–	–	0.01%	325
2016 Q1	$16K	Hold	750	–	–	0.01%	303
2015 Q4	$17K	Hold	750	–	–	0.01%	314
2015 Q3	$23K	Hold	750	–	–	0.01%	303
2015 Q2	$33K	Hold	750	–	–	0.02%	210
2015 Q1	$37K	Buy	+750	New	+$37.2K	0.02%	207

Other funds holding PAA

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

HFA

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

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

TCA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ropes Wealth Advisors's PAA Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 300 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in PAA in Q1 2015 and held it in 15 quarters. The position peaked at $37K in Q1 2015. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

Ropes Wealth Advisors reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 300 Plains All American Pipeline shares in Q1 2020, an estimated $6K.
Ropes Wealth Advisors first reported a position in Plains All American Pipeline in Q1 2015 and held it in 15 quarters.
Ropes Wealth Advisors's Plains All American Pipeline position peaked at $37K in Q1 2015.
368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.