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	–	2063
2021 Q1	$2K	Buy	+51	New	+$1.42K	﹤0.01%	2841
2020 Q3	–	Sell	-39	Closed	-$1K	–	2668
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	–	487
2016 Q4	$3K	Buy	+84	New	+$2.54K	﹤0.01%	570

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

Sowell Financial Services sold out of Pembina Pipeline (PBA) in Q2 2021, closing a stake of 51 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in PBA in Q4 2016 and held it in 6 quarters. The position peaked at $3K in Q4 2016. 327 funds tracked by Wall St. Rank hold PBA as of Q2 2021.

Sowell Financial Services reported no remaining Pembina Pipeline position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 51 Pembina Pipeline shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in Pembina Pipeline in Q4 2016 and held it in 6 quarters.
Sowell Financial Services's Pembina Pipeline position peaked at $3K in Q4 2016.
327 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2021.

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