Sowell Financial Services’s Pembina Pipeline PBA Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-51	Closed	-$2K	–	2065
2021 Q1	$2K	Buy	+51	New	+$1.42K	﹤0.01%	2841
2020 Q3	–	Sell	-39	Closed	-$1K	–	2675
2020 Q2	$1K	Hold	39	–	–	﹤0.01%	2348
2020 Q1	$1K	Buy	39 +1	+3%	+$33	﹤0.01%	2297
2019 Q4	$1K	Hold	38	–	–	﹤0.01%	2399
2019 Q3	$1K	Buy	+38	New	+$1.41K	﹤0.01%	2285
2017 Q1	–	Sell	-84	Closed	-$3K	–	490
2016 Q4	$3K	Buy	+84	New	+$2.54K	﹤0.01%	570

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return