Sonora Investment Management’s Plains All American Pipeline PAA Stock Holding History

Sonora Investment 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
2021 Q3	$26K	Hold	2,584	–	–	﹤0.01%	566
2021 Q2	$29K	Hold	2,584	–	–	﹤0.01%	496
2021 Q1	$24K	Hold	2,584	–	–	﹤0.01%	889
2020 Q4	$21K	Sell	2,584 -2,179	-46%	-$16.6K	﹤0.01%	910
2020 Q3	$28K	Buy	4,763 +2,179	+84%	+$16.2K	﹤0.01%	737
2020 Q2	$23K	Hold	2,584	–	–	﹤0.01%	737
2020 Q1	$14K	Hold	2,584	–	–	﹤0.01%	902
2019 Q4	$48K	Hold	2,584	–	–	﹤0.01%	564
2019 Q3	$54K	Hold	2,584	–	–	0.01%	484
2019 Q2	$63K	Hold	2,584	–	–	0.01%	439
2019 Q1	$63K	Hold	2,584	–	–	0.01%	412
2018 Q4	$52K	Hold	2,584	–	–	0.01%	392
2018 Q3	$65K	Hold	2,584	–	–	0.01%	352
2018 Q2	$61K	Sell	2,584 -450	-15%	-$10.8K	0.01%	341
2018 Q1	$66.8K	Hold	3,034	–	–	0.01%	322
2017 Q4	$62.6K	Hold	3,034	–	–	0.01%	333
2017 Q3	$64.3K	Buy	3,034 +450	+17%	+$10.4K	0.01%	298
2017 Q2	$67.9K	Hold	2,584	–	–	0.01%	292
2017 Q1	$81.7K	Hold	2,584	–	–	0.02%	270
2016 Q4	$83.4K	Hold	2,584	–	–	0.02%	239
2016 Q3	$81.2K	Hold	2,584	–	–	0.02%	242
2016 Q2	$71K	Hold	2,584	–	–	0.02%	226
2016 Q1	$61.8K	Hold	2,584	–	–	0.01%	256
2015 Q4	$60K	Sell	2,584 -2,316	-47%	-$62.4K	0.02%	208
2015 Q3	$172K	Buy	+4,900	New	+$179K	0.05%	128

Other funds holding PAA

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

Blackstone Inc New York $32.9B AUM 23.66% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Sonora Investment Management's PAA Position: Q3 2021 in Review

Sonora Investment Management held its Plains All American Pipeline (PAA) position steady in Q3 2021 at 2,584 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Sonora Investment Management first reported a position in PAA in Q3 2015 and has held it in 25 quarters since. The position peaked at $172K in Q3 2015. 322 funds tracked by Wall St. Rank hold PAA as of Q3 2021.

Sonora Investment Management held 2,584 shares of Plains All American Pipeline worth $26K as of Q3 2021.
Sonora Investment Management left its Plains All American Pipeline share count unchanged in Q3 2021.
Plains All American Pipeline made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #566 holding.
Sonora Investment Management first reported a position in Plains All American Pipeline in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Plains All American Pipeline position peaked at $172K in Q3 2015.
322 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.