Sheaff Brock Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Sheaff Brock Investment 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
2018 Q1	–	Sell	-12,645	Closed	-$261K	–	575
2017 Q4	$261K	Sell	12,645 -4,035	-24%	-$82.2K	0.03%	380
2017 Q3	$353K	Buy	16,680 +200	+1%	+$4.63K	0.05%	321
2017 Q2	$433K	Buy	16,480 +700	+4%	+$19.4K	0.06%	298
2017 Q1	$499K	Sell	15,780 -10,700	-40%	-$338K	0.06%	283
2016 Q4	$855K	Buy	26,480 +300	+1%	+$9.48K	0.11%	195
2016 Q3	$822K	Sell	26,180 -10,000	-28%	-$286K	0.11%	190
2016 Q2	$995K	Buy	36,180 +7,766	+27%	+$188K	0.13%	167
2016 Q1	$596K	Sell	28,414 -2,700	-9%	-$56.8K	0.07%	258
2015 Q4	$719K	Buy	+31,114	New	+$838K	0.08%	243

Other funds holding PAA

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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's PAA Position: Q1 2018 in Review

Sheaff Brock Investment Advisors sold out of Plains All American Pipeline (PAA) in Q1 2018, closing a stake of 12,645 shares — an estimated $261K sold.

Sheaff Brock Investment Advisors first reported a position in PAA in Q4 2015 and held it in 9 quarters. The position peaked at $995K in Q2 2016. 365 funds tracked by Wall St. Rank hold PAA as of Q1 2018.

Sheaff Brock Investment Advisors reported no remaining Plains All American Pipeline position as of Q1 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 12,645 Plains All American Pipeline shares in Q1 2018, an estimated $261K.
Sheaff Brock Investment Advisors first reported a position in Plains All American Pipeline in Q4 2015 and held it in 9 quarters.
Sheaff Brock Investment Advisors's Plains All American Pipeline position peaked at $995K in Q2 2016.
365 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2018, filed 3 May 2018.