SRH Advisors’s Plains All American Pipeline PAA Stock Holding History

SRH Advisors’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	-244	Closed	-$2K	–	302
2021 Q1	$2K	Hold	244	–	–	﹤0.01%	285
2020 Q4	$2K	Hold	244	–	–	﹤0.01%	279
2020 Q3	$1K	Hold	244	–	–	﹤0.01%	294
2020 Q2	$2K	Hold	244	–	–	0.01%	251
2020 Q1	$1K	Hold	244	–	–	﹤0.01%	267
2019 Q4	$4K	Hold	244	–	–	0.01%	210
2019 Q3	$5K	Hold	244	–	–	0.02%	195
2019 Q2	$6K	Hold	244	–	–	0.02%	189
2019 Q1	$6K	Hold	244	–	–	0.02%	184
2018 Q4	$5K	Hold	244	–	–	0.02%	191
2018 Q3	$6K	Hold	244	–	–	0.02%	204
2018 Q2	$6K	Hold	244	–	–	0.02%	185
2018 Q1	$5K	Hold	244	–	–	0.02%	172
2017 Q4	$5K	Hold	244	–	–	0.02%	162
2017 Q3	$5K	Hold	244	–	–	0.02%	164
2017 Q2	$6K	Hold	244	–	–	0.03%	139
2017 Q1	$8K	Hold	244	–	–	0.04%	129
2016 Q4	$8K	Hold	244	–	–	0.04%	128
2016 Q3	$8K	Hold	244	–	–	0.04%	124
2016 Q2	$7K	Hold	244	–	–	0.04%	126
2016 Q1	$5K	Hold	244	–	–	0.03%	141
2015 Q4	$6K	Hold	244	–	–	0.04%	131
2015 Q3	$7K	Hold	244	–	–	0.04%	123
2015 Q2	$11K	Hold	244	–	–	0.07%	102
2015 Q1	$12K	Hold	244	–	–	0.08%	88
2014 Q4	$13K	Hold	244	–	–	0.09%	85
2014 Q3	$14K	Hold	244	–	–	0.11%	81
2014 Q2	$15K	Hold	244	–	–	0.12%	79
2014 Q1	$13K	Hold	244	–	–	0.1%	82
2013 Q4	$13K	Buy	+244	New	+$12.5K	0.13%	78

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

SRH Advisors's PAA Position: Q2 2021 in Review

SRH Advisors sold out of Plains All American Pipeline (PAA) in Q2 2021, closing a stake of 244 shares — an estimated $2K sold.

SRH Advisors first reported a position in PAA in Q4 2013 and held it in 30 quarters. The position peaked at $15K in Q2 2014. 335 funds tracked by Wall St. Rank hold PAA as of Q2 2021.

SRH Advisors reported no remaining Plains All American Pipeline position as of Q2 2021 after selling out during the quarter.
SRH Advisors sold 244 Plains All American Pipeline shares in Q2 2021, an estimated $2K.
SRH Advisors first reported a position in Plains All American Pipeline in Q4 2013 and held it in 30 quarters.
SRH Advisors's Plains All American Pipeline position peaked at $15K in Q2 2014.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2021.

Based on SRH Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.