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Shepherd Financial Partners’s Plains All American Pipeline PAA Stock Holding History

Shepherd Financial Partners’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
2017
Q4 		– Sell
-17,750
Closed -$379K – 111
2017
Q3 		$379K Buy
+17,750
New +$411K 0.09% 88

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TCA
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Blackstone Inc
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Shepherd Financial Partners's PAA Position: Q4 2017 in Review

Shepherd Financial Partners sold out of Plains All American Pipeline (PAA) in Q4 2017, closing a stake of 17,750 shares — an estimated $379K sold.

Shepherd Financial Partners first reported a position in PAA in Q3 2017 and held it in 1 quarter. The position peaked at $379K in Q3 2017. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2017.

  • Shepherd Financial Partners reported no remaining Plains All American Pipeline position as of Q4 2017 after selling out during the quarter.
  • Shepherd Financial Partners sold 17,750 Plains All American Pipeline shares in Q4 2017, an estimated $379K.
  • Shepherd Financial Partners first reported a position in Plains All American Pipeline in Q3 2017 and held it in 1 quarter.
  • Shepherd Financial Partners's Plains All American Pipeline position peaked at $379K in Q3 2017.
  • 375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2017.

Based on Shepherd Financial Partners's 13F filing for Q4 2017, filed 14 Feb 2018.