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

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

TCA

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KACA

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

CCM

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

Security National Trust's PAA Position: Q1 2019 in Review

Security National Trust sold out of Plains All American Pipeline (PAA) in Q1 2019, closing a stake of 4,000 shares — an estimated $80K sold.

Security National Trust first reported a position in PAA in Q2 2013 and held it in 23 quarters. The position peaked at $240K in Q2 2014. 379 funds tracked by Wall St. Rank hold PAA as of Q1 2019.

Security National Trust reported no remaining Plains All American Pipeline position as of Q1 2019 after selling out during the quarter.
Security National Trust sold 4,000 Plains All American Pipeline shares in Q1 2019, an estimated $80K.
Security National Trust first reported a position in Plains All American Pipeline in Q2 2013 and held it in 23 quarters.
Security National Trust's Plains All American Pipeline position peaked at $240K in Q2 2014.
379 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.