Sandy Spring Bank’s Plains All American Pipeline PAA Stock Holding History

Sandy Spring Bank’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
2022 Q1	–	Sell	-276	Closed	-$3K	–	1193
2021 Q4	$3K	Buy	276 +5	+2%	+$50	﹤0.01%	1097
2021 Q3	$3K	Buy	271 +5	+2%	+$50	﹤0.01%	1031
2021 Q2	$3K	Buy	266 +4	+2%	+$41	﹤0.01%	1044
2021 Q1	$2K	Buy	262 +6	+2%	+$55	﹤0.01%	949
2020 Q4	$2K	Buy	256 +5	+2%	+$38	﹤0.01%	889
2020 Q3	$1K	Buy	+251	New	+$1.87K	﹤0.01%	884
2017 Q2	–	Sell	-31,504	Closed	-$996K	–	853
2017 Q1	$996K	Sell	31,504 -18,000	-36%	-$569K	0.1%	188
2016 Q4	$1.6M	Sell	49,504 -9,146	-16%	-$289K	0.17%	157
2016 Q3	$1.84M	Hold	58,650	–	–	0.2%	137
2016 Q2	$1.61M	Sell	58,650 -400	-0.7%	-$9.68K	0.18%	146
2016 Q1	$1.24M	Buy	59,050 +100	+0.2%	+$2.1K	0.14%	160
2015 Q4	$1.36M	Buy	58,950 +300	+0.5%	+$8.08K	0.16%	154
2015 Q3	$1.78M	Sell	58,650 -200	-0.3%	-$7.31K	0.22%	118
2015 Q2	$2.56M	Hold	58,850	–	–	0.29%	93
2015 Q1	$2.87M	Sell	58,850 -300	-0.5%	-$14.9K	0.33%	85
2014 Q4	$3.04M	Hold	59,150	–	–	0.36%	80
2014 Q3	$3.48M	Hold	59,150	–	–	0.43%	72
2014 Q2	$3.55M	Hold	59,150	–	–	0.44%	71
2014 Q1	$3.26M	Buy	59,150 +200	+0.3%	+$10.5K	0.5%	68
2013 Q4	$3.05M	Buy	58,950 +300	+0.5%	+$15.3K	0.43%	72
2013 Q3	$3.09M	Sell	58,650 -600	-1%	-$32K	0.46%	73
2013 Q2	$3.31M	Buy	+59,250	New	+$3.35M	0.52%	64

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

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

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

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

Sandy Spring Bank's PAA Position: Q1 2022 in Review

Sandy Spring Bank sold out of Plains All American Pipeline (PAA) in Q1 2022, closing a stake of 276 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in PAA in Q2 2013 and held it in 22 quarters. The position peaked at $3.55M in Q2 2014. 337 funds tracked by Wall St. Rank hold PAA as of Q1 2022.

Sandy Spring Bank reported no remaining Plains All American Pipeline position as of Q1 2022 after selling out during the quarter.
Sandy Spring Bank sold 276 Plains All American Pipeline shares in Q1 2022, an estimated $3K.
Sandy Spring Bank first reported a position in Plains All American Pipeline in Q2 2013 and held it in 22 quarters.
Sandy Spring Bank's Plains All American Pipeline position peaked at $3.55M in Q2 2014.
337 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2022.

Based on Sandy Spring Bank's 13F filing for Q1 2022, filed 3 May 2022.