Sequoia Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

Sequoia Financial Advisors’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
2025 Q3	–	Sell	-10,939	Closed	-$200K	–	1792
2025 Q2	$200K	Buy	10,939 +40	+0.4%	+$698	﹤0.01%	1486
2025 Q1	$218K	Buy	+10,899	New	+$215K	﹤0.01%	1220
2017 Q1	–	Sell	-7,115	Closed	-$230K	–	296
2016 Q4	$230K	Hold	7,115	–	–	0.03%	238
2016 Q3	$223K	Sell	7,115 -12,027	-63%	-$344K	0.04%	211
2016 Q2	$526K	Buy	+19,142	New	+$463K	0.15%	110
2015 Q3	–	Sell	-5,703	Closed	-$248K	–	190
2015 Q2	$248K	Buy	5,703 +387	+7%	+$18.6K	0.1%	157
2015 Q1	$259K	Buy	5,316 +59	+1%	+$2.93K	0.12%	149
2014 Q4	$270K	Sell	5,257 -835	-14%	-$44.4K	0.18%	118
2014 Q3	$359K	Buy	+6,092	New	+$357K	0.25%	100
2014 Q2	–	Sell	-5,549	Closed	-$306K	–	166
2014 Q1	$306K	Buy	5,549 +1,209	+28%	+$63.5K	0.25%	103
2013 Q4	$225K	Buy	+4,340	New	+$222K	0.19%	128

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sequoia Financial Advisors's PAA Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Plains All American Pipeline (PAA) in Q3 2025, closing a stake of 10,939 shares — an estimated $200K sold.

Sequoia Financial Advisors first reported a position in PAA in Q4 2013 and held it in 11 quarters. The position peaked at $526K in Q2 2016. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

Sequoia Financial Advisors reported no remaining Plains All American Pipeline position as of Q3 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 10,939 Plains All American Pipeline shares in Q3 2025, an estimated $200K.
Sequoia Financial Advisors first reported a position in Plains All American Pipeline in Q4 2013 and held it in 11 quarters.
Sequoia Financial Advisors's Plains All American Pipeline position peaked at $526K in Q2 2016.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.