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

Squar Milner 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
2019 Q1	–	Sell	-3,225	Closed	-$65K	–	836
2018 Q4	$65K	Sell	3,225 -30	-0.9%	-$684	0.06%	262
2018 Q3	$81K	Hold	3,255	–	–	0.07%	257
2018 Q2	$77K	Buy	+3,255	New	+$78.4K	0.07%	279

Other funds holding PAA

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CCM

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

Squar Milner Financial Services's PAA Position: Q1 2019 in Review

Squar Milner Financial Services sold out of Plains All American Pipeline (PAA) in Q1 2019, closing a stake of 3,225 shares — an estimated $65K sold.

Squar Milner Financial Services first reported a position in PAA in Q2 2018 and held it in 3 quarters. The position peaked at $81K in Q3 2018. 380 funds tracked by Wall St. Rank hold PAA as of Q1 2019.

Squar Milner Financial Services reported no remaining Plains All American Pipeline position as of Q1 2019 after selling out during the quarter.
Squar Milner Financial Services sold 3,225 Plains All American Pipeline shares in Q1 2019, an estimated $65K.
Squar Milner Financial Services first reported a position in Plains All American Pipeline in Q2 2018 and held it in 3 quarters.
Squar Milner Financial Services's Plains All American Pipeline position peaked at $81K in Q3 2018.
380 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.