Sowell Financial Services’s Plains All American Pipeline PAA Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-12,043	Closed	-$114K	–	2051
2021 Q1	$114K	Sell	12,043 -17,434	-59%	-$159K	﹤0.01%	1313
2020 Q4	$243K	Sell	29,477 -13,927	-32%	-$106K	0.01%	773
2020 Q3	$260K	Buy	43,404 +25,388	+141%	+$189K	0.01%	656
2020 Q2	$159K	Sell	18,016 -5,703	-24%	-$48.5K	0.01%	803
2020 Q1	$125K	Buy	23,719 +19,855	+514%	+$272K	0.01%	779
2019 Q4	$71K	Buy	3,864 +300	+8%	+$5.51K	0.01%	1017
2019 Q3	$74K	Buy	+3,564	New	+$80.6K	0.01%	903

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

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

CCM

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

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

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

Sowell Financial Services's PAA Position: Q2 2021 in Review

Sowell Financial Services sold out of Plains All American Pipeline (PAA) in Q2 2021, closing a stake of 12,043 shares — an estimated $114K sold.

Sowell Financial Services first reported a position in PAA in Q3 2019 and held it in 7 quarters. The position peaked at $260K in Q3 2020. 335 funds tracked by Wall St. Rank hold PAA as of Q2 2021.

Sowell Financial Services reported no remaining Plains All American Pipeline position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 12,043 Plains All American Pipeline shares in Q2 2021, an estimated $114K.
Sowell Financial Services first reported a position in Plains All American Pipeline in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Plains All American Pipeline position peaked at $260K in Q3 2020.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.