Signature Financial Management’s Plains All American Pipeline PAA Stock Holding History

Signature Financial Management’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 Q4	–	Sell	-8,715	Closed	-$218K	–	156
2018 Q3	$218K	Buy	+8,715	New	+$219K	0.04%	151
2017 Q4	–	Sell	-14,800	Closed	-$313K	–	145
2017 Q3	$313K	Buy	14,800 +2,075	+16%	+$48K	0.1%	116
2017 Q2	$335K	Buy	12,725 +1,375	+12%	+$38.1K	0.11%	103
2017 Q1	$359K	Buy	+11,350	New	+$359K	0.12%	97
2014 Q3	–	Sell	-5,138	Closed	-$308K	–	95
2014 Q2	$308K	Buy	+5,138	New	+$292K	0.23%	58

Other funds holding PAA

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Signature Financial Management's PAA Position: Q4 2018 in Review

Signature Financial Management sold out of Plains All American Pipeline (PAA) in Q4 2018, closing a stake of 8,715 shares — an estimated $218K sold.

Signature Financial Management first reported a position in PAA in Q2 2014 and held it in 5 quarters. The position peaked at $359K in Q1 2017. 373 funds tracked by Wall St. Rank hold PAA as of Q4 2018.

Signature Financial Management reported no remaining Plains All American Pipeline position as of Q4 2018 after selling out during the quarter.
Signature Financial Management sold 8,715 Plains All American Pipeline shares in Q4 2018, an estimated $218K.
Signature Financial Management first reported a position in Plains All American Pipeline in Q2 2014 and held it in 5 quarters.
Signature Financial Management's Plains All American Pipeline position peaked at $359K in Q1 2017.
373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.