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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 – 576
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return