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Sharkey, Howes & Javer’s Plains All American Pipeline PAA Stock Holding History

Sharkey, Howes & Javer’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
2015
Q4 		– Sell
-972
Closed -$31K – 265
2015
Q3 		$31K Buy
972
+187
+24% +$6.84K 0.02% 139
2015
Q2 		$34K Buy
785
+5
+0.6% +$240 0.03% 113
2015
Q1 		$38K Buy
+780
New +$38.7K 0.02% 116

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sharkey, Howes & Javer's PAA Position: Q4 2015 in Review

Sharkey, Howes & Javer sold out of Plains All American Pipeline (PAA) in Q4 2015, closing a stake of 972 shares — an estimated $31K sold.

Sharkey, Howes & Javer first reported a position in PAA in Q1 2015 and held it in 3 quarters. The position peaked at $38K in Q1 2015. 410 funds tracked by Wall St. Rank hold PAA as of Q4 2015.

  • Sharkey, Howes & Javer reported no remaining Plains All American Pipeline position as of Q4 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 972 Plains All American Pipeline shares in Q4 2015, an estimated $31K.
  • Sharkey, Howes & Javer first reported a position in Plains All American Pipeline in Q1 2015 and held it in 3 quarters.
  • Sharkey, Howes & Javer's Plains All American Pipeline position peaked at $38K in Q1 2015.
  • 410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2015, filed 8 Feb 2016.