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SFMG Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

SFMG Wealth 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
2020
Q4 		– Sell
-34,936
Closed -$209K – 235
2020
Q3 		$209K Hold
34,936
– – 0.03% 165
2020
Q2 		$309K Hold
34,936
– – 0.04% 121
2020
Q1 		$184K Sell
34,936
-1,456
-4% -$20K 0.03% 127
2019
Q4 		$669K Buy
36,392
+3,793
+12% +$69.7K 0.08% 84
2019
Q3 		$676K Hold
32,599
– – 0.09% 72
2019
Q2 		$802K Hold
32,599
– – 0.11% 61
2019
Q1 		$799K Sell
32,599
-850
-3% -$20.1K 0.12% 53
2018
Q4 		$670K Buy
33,449
+125
+0.4% +$2.85K 0.11% 56
2018
Q3 		$745K Buy
33,324
+75
+0.2% +$1.89K 0.11% 51
2018
Q2 		$786K Sell
33,249
-1,550
-4% -$37.3K 0.13% 56
2018
Q1 		$767K Buy
34,799
+2,200
+7% +$48.4K 0.13% 49
2017
Q4 		$673K Buy
32,599
+84
+0.3% +$1.71K 0.11% 61
2017
Q3 		$689K Hold
32,515
– – 0.13% 54
2017
Q2 		$854K Sell
32,515
-175
-0.5% -$4.84K 0.18% 47
2017
Q1 		$1.03M Sell
32,690
-193
-0.6% -$6.1K 0.21% 39
2016
Q4 		$1.06M Sell
32,883
-99
-0.3% -$3.13K 0.23% 41
2016
Q3 		$1.04M Buy
32,982
+5,001
+18% +$143K 0.23% 47
2016
Q2 		$769K Buy
27,981
+2
+0% +$48 0.17% 51
2016
Q1 		$587K Buy
27,979
+3
+0% +$63 0.13% 57
2015
Q4 		$646K Sell
27,976
-12,599
-31% -$339K 0.15% 63
2015
Q3 		$1.23M Sell
40,575
-6,999
-15% -$256K 0.3% 43
2015
Q2 		$2.07M Sell
47,574
-68,755
-59% -$3.3M 0.46% 24
2015
Q1 		$5.67M Buy
116,329
+68,806
+145% +$3.42M 0.46% 21
2014
Q4 		$2.44M Sell
47,523
-559
-1% -$29.7K 0.54% 21
2014
Q3 		$2.83M Buy
48,082
+5,000
+12% +$293K 0.89% 15
2014
Q2 		$2.59M Buy
43,082
+1
+0% +$57 0.89% 15
2014
Q1 		$2.38M Hold
43,081
– – 0.8% 16
2013
Q4 		$2.23M Buy
43,081
+1
+0% +$51 0.77% 17
2013
Q3 		$2.27M Buy
43,080
+5,001
+13% +$267K 0.91% 16
2013
Q2 		$2.13M Buy
+38,079
New +$2.16M 0.85% 16

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFMG Wealth Advisors's PAA Position: Q4 2020 in Review

SFMG Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q4 2020, closing a stake of 34,936 shares — an estimated $209K sold.

SFMG Wealth Advisors first reported a position in PAA in Q2 2013 and held it in 30 quarters. The position peaked at $5.67M in Q1 2015. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2020.

  • SFMG Wealth Advisors reported no remaining Plains All American Pipeline position as of Q4 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 34,936 Plains All American Pipeline shares in Q4 2020, an estimated $209K.
  • SFMG Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 30 quarters.
  • SFMG Wealth Advisors's Plains All American Pipeline position peaked at $5.67M in Q1 2015.
  • 349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2020.

Based on SFMG Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.