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SNT
Security National Trust’s
Plains All American Pipeline
PAA
Stock Holding History
Security National Trust’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
2019
Q1
–
Sell
-4,000
Closed
-$80K
–
382
2018
Q4
$80K
Hold
4,000
–
–
0.03%
210
2018
Q3
$100K
Hold
4,000
–
–
0.03%
213
2018
Q2
$95K
Hold
4,000
–
–
0.03%
222
2018
Q1
$88K
Hold
4,000
–
–
0.03%
227
2017
Q4
$83K
Hold
4,000
–
–
0.03%
237
2017
Q3
$85K
Hold
4,000
–
–
0.03%
237
2017
Q2
$105K
Hold
4,000
–
–
0.04%
227
2017
Q1
$126K
Hold
4,000
–
–
0.04%
211
2016
Q4
$129K
Hold
4,000
–
–
0.05%
203
2016
Q3
$126K
Hold
4,000
–
–
0.05%
203
2016
Q2
$110K
Hold
4,000
–
–
0.04%
209
2016
Q1
$84K
Hold
4,000
–
–
0.03%
230
2015
Q4
$92K
Hold
4,000
–
–
0.04%
221
2015
Q3
$122K
Hold
4,000
–
–
0.05%
200
2015
Q2
$174K
Hold
4,000
–
–
0.06%
189
2015
Q1
$195K
Hold
4,000
–
–
0.07%
184
2014
Q4
$205K
Hold
4,000
–
–
0.07%
172
2014
Q3
$235K
Hold
4,000
–
–
0.1%
159
2014
Q2
$240K
Hold
4,000
–
–
0.09%
163
2014
Q1
$220K
Hold
4,000
–
–
0.09%
166
2013
Q4
$207K
Hold
4,000
–
–
0.09%
164
2013
Q3
$211K
Hold
4,000
–
–
0.09%
159
2013
Q2
$223K
Buy
+4,000
New
+$226K
0.11%
143
Other funds holding PAA
HFA
Harvest Fund Advisors
Wayne, Pennsylvania
$4.87B AUM
49.03%
1-Year Est. Return
AA
ALPS Advisors
Denver, Colorado
$21.3B AUM
21.71%
1-Year Est. Return
TCA
Tortoise Capital Advisors
Overland Park, Kansas
$9.6B AUM
19.53%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BC
Brookfield Corp
Toronto, Ontario, Canada
$74.2B AUM
0.68%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
KACA
Kayne Anderson Capital Advisors
Los Angeles, California
$5.22B AUM
17.11%
1-Year Est. Return
CCM
Chickasaw Capital Management
Memphis, Tennessee
$2.78B AUM
20.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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