SQA
PBA icon

Simon Quick Advisors’s Pembina Pipeline PBA Stock Holding History

Simon Quick Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,168
Closed -$68K – 409
2021
Q3 		$68K Buy
2,168
+34
+2% +$1.07K 0.02% 208
2021
Q2 		$67K Buy
2,134
+34
+2% +$1.07K 0.02% 197
2021
Q1 		$60K Buy
+2,100
New +$58.4K 0.02% 220

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Simon Quick Advisors's PBA Position: Q4 2021 in Review

Simon Quick Advisors sold out of Pembina Pipeline (PBA) in Q4 2021, closing a stake of 2,168 shares — an estimated $68K sold.

Simon Quick Advisors first reported a position in PBA in Q1 2021 and held it in 3 quarters. The position peaked at $68K in Q3 2021. 337 funds tracked by Wall St. Rank hold PBA as of Q4 2021.

  • Simon Quick Advisors reported no remaining Pembina Pipeline position as of Q4 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 2,168 Pembina Pipeline shares in Q4 2021, an estimated $68K.
  • Simon Quick Advisors first reported a position in Pembina Pipeline in Q1 2021 and held it in 3 quarters.
  • Simon Quick Advisors's Pembina Pipeline position peaked at $68K in Q3 2021.
  • 337 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.