Sanders Morris Harris’s Plains All American Pipeline PAA Stock Holding History

Sanders Morris Harris’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	-13,245	Closed	-$319K	–	255
2019 Q4	$319K	Buy	13,245 +1,000	+8%	+$18.4K	0.07%	216
2019 Q3	$254K	Hold	12,245	–	–	0.06%	226
2019 Q2	$298K	Hold	12,245	–	–	0.08%	213
2019 Q1	$300K	Sell	12,245 -1,500	-11%	-$35.5K	0.15%	88
2018 Q4	$275K	Sell	13,745 -1,000	-7%	-$22.8K	0.15%	86
2018 Q3	$369K	Hold	14,745	–	–	0.17%	82
2018 Q2	$349K	Buy	14,745 +1,200	+9%	+$28.9K	0.16%	87
2018 Q1	$298K	Sell	13,545 -600	-4%	-$13.2K	0.12%	101
2017 Q4	$291K	Sell	14,145 -7,280	-34%	-$148K	0.12%	91
2017 Q3	$455K	Sell	21,425 -2,500	-10%	-$57.9K	0.19%	78
2017 Q2	$629K	Buy	23,925 +380	+2%	+$10.5K	0.26%	55
2017 Q1	$744K	Sell	23,545 -440	-2%	-$13.9K	0.27%	62
2016 Q4	$774K	Sell	23,985 -1,000	-4%	-$31.6K	0.36%	43
2016 Q3	$784K	Sell	24,985 -9,900	-28%	-$283K	0.24%	62
2016 Q2	$958K	Buy	34,885 +3,824	+12%	+$92.6K	0.22%	103
2016 Q1	$652K	Buy	+31,061	New	+$653K	0.11%	168

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

Sanders Morris Harris's PAA Position: Q1 2020 in Review

Sanders Morris Harris sold out of Plains All American Pipeline (PAA) in Q1 2020, closing a stake of 13,245 shares — an estimated $319K sold.

Sanders Morris Harris first reported a position in PAA in Q1 2016 and held it in 16 quarters. The position peaked at $958K in Q2 2016. 368 funds tracked by Wall St. Rank hold PAA as of Q1 2020.

Sanders Morris Harris reported no remaining Plains All American Pipeline position as of Q1 2020 after selling out during the quarter.
Sanders Morris Harris sold 13,245 Plains All American Pipeline shares in Q1 2020, an estimated $319K.
Sanders Morris Harris first reported a position in Plains All American Pipeline in Q1 2016 and held it in 16 quarters.
Sanders Morris Harris's Plains All American Pipeline position peaked at $958K in Q2 2016.
368 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.