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Rothschild Investment LLC’s Plains All American Pipeline PAA Stock Holding History

Rothschild Investment LLC’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
2026
Q2 		$365K Sell
16,400
-1,200
-7% -$26.7K 0.01% 699
2026
Q1 		$393K Hold
17,600
– – 0.02% 468
2025
Q4 		$316K Hold
17,600
– – 0.02% 486
2025
Q3 		$300K Buy
17,600
+5,650
+47% +$101K 0.02% 485
2025
Q2 		$219K Buy
11,950
+1,170
+11% +$20.4K 0.01% 491
2025
Q1 		$216K Buy
10,780
+1,280
+13% +$25.3K 0.01% 488
2024
Q4 		$162K Buy
9,500
+3,800
+67% +$66.1K 0.01% 550
2024
Q3 		$99K Buy
5,700
+200
+4% +$3.58K 0.01% 647
2024
Q2 		$98.2K Hold
5,500
– – 0.01% 623
2024
Q1 		$96.6K Hold
5,500
– – 0.01% 602
2023
Q4 		$83.3K Buy
+5,500
New +$84K 0.01% 569
2023
Q2 		– Sell
-10,000
Closed -$125K – 504
2023
Q1 		$125K Hold
10,000
– – 0.01% 460
2022
Q4 		$118K Sell
10,000
-2,600
-21% -$30.8K 0.01% 460
2022
Q3 		$133K Hold
12,600
– – 0.01% 445
2022
Q2 		$124K Hold
12,600
– – 0.01% 450
2022
Q1 		$136K Hold
12,600
– – 0.01% 468
2021
Q4 		$118K Hold
12,600
– – 0.01% 484
2021
Q3 		$128K Hold
12,600
– – 0.01% 464
2021
Q2 		$143K Hold
12,600
– – 0.01% 469
2021
Q1 		$115K Hold
12,600
– – 0.01% 450
2020
Q4 		$104K Hold
12,600
– – 0.01% 433
2020
Q3 		$75K Hold
12,600
– – 0.01% 416
2020
Q2 		$111K Hold
12,600
– – 0.01% 405
2020
Q1 		$67K Hold
12,600
– – 0.01% 412
2019
Q4 		$232K Hold
12,600
– – 0.02% 396
2019
Q3 		$261K Hold
12,600
– – 0.03% 326
2019
Q2 		$307K Hold
12,600
– – 0.04% 306
2019
Q1 		$309K Hold
12,600
– – 0.04% 300
2018
Q4 		$253K Hold
12,600
– – 0.03% 311
2018
Q3 		$315K Hold
12,600
– – 0.04% 291
2018
Q2 		$298K Hold
12,600
– – 0.04% 305
2018
Q1 		$278K Sell
12,600
-59,925
-83% -$1.32M 0.04% 313
2017
Q4 		$1.5M Sell
72,525
-13,550
-16% -$276K 0.16% 147
2017
Q3 		$1.82M Sell
86,075
-13,900
-14% -$322K 0.21% 121
2017
Q2 		$2.63M Buy
99,975
+3,050
+3% +$84.4K 0.3% 79
2017
Q1 		$3.06M Buy
96,925
+1,650
+2% +$52.2K 0.36% 68
2016
Q4 		$3.08M Sell
95,275
-2,000
-2% -$63.2K 0.37% 68
2016
Q3 		$3.06M Buy
97,275
+2,500
+3% +$71.5K 0.37% 75
2016
Q2 		$2.6M Buy
94,775
+1,200
+1% +$29K 0.33% 83
2016
Q1 		$1.96M Buy
93,575
+4,150
+5% +$87.3K 0.25% 105
2015
Q4 		$2.07M Buy
89,425
+4,630
+5% +$125K 0.26% 100
2015
Q3 		$2.58M Buy
84,795
+22,900
+37% +$837K 0.34% 76
2015
Q2 		$2.7M Buy
61,895
+15,975
+35% +$766K 0.31% 83
2015
Q1 		$2.24M Buy
45,920
+8,105
+21% +$402K 0.26% 99
2014
Q4 		$1.94M Buy
37,815
+3,750
+11% +$199K 0.23% 100
2014
Q3 		$2M Buy
34,065
+3,600
+12% +$211K 0.24% 101
2014
Q2 		$1.83M Buy
30,465
+6,645
+28% +$378K 0.23% 111
2014
Q1 		$1.31M Buy
23,820
+6,650
+39% +$349K 0.18% 132
2013
Q4 		$889K Buy
17,170
+12,874
+300% +$658K 0.12% 175
2013
Q3 		$226K Sell
4,296
-500
-10% -$26.7K 0.03% 347
2013
Q2 		$268K Buy
+4,796
New +$272K 0.04% 305

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's PAA Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Plains All American Pipeline (PAA) stake by 6.8% in Q2 2026, selling an estimated $26.7K and leaving 16,400 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #699.

Rothschild Investment LLC first reported a position in PAA in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.08M in Q4 2016. 229 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Rothschild Investment LLC held 16,400 shares of Plains All American Pipeline worth $365K as of Q2 2026.
  • Rothschild Investment LLC sold 1,200 Plains All American Pipeline shares in Q2 2026, an estimated $26.7K.
  • Plains All American Pipeline made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #699 holding.
  • Rothschild Investment LLC first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 51 quarters since.
  • Rothschild Investment LLC's Plains All American Pipeline position peaked at $3.08M in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.