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Sterne Agee Group’s Plains All American Pipeline PAA Stock Holding History

Sterne Agee Group’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
2013
Q4 		– Sell
-4,268
Closed -$225K – 265
2013
Q3 		$225K Buy
4,268
+88
+2% +$4.7K 0.09% 235
2013
Q2 		$233K Buy
+4,180
New +$237K 0.08% 228

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sterne Agee Group's PAA Position: Q4 2013 in Review

Sterne Agee Group sold out of Plains All American Pipeline (PAA) in Q4 2013, closing a stake of 4,268 shares — an estimated $225K sold.

Sterne Agee Group first reported a position in PAA in Q2 2013 and held it in 2 quarters. The position peaked at $233K in Q2 2013. 499 funds tracked by Wall St. Rank hold PAA as of Q4 2013.

  • Sterne Agee Group reported no remaining Plains All American Pipeline position as of Q4 2013 after selling out during the quarter.
  • Sterne Agee Group sold 4,268 Plains All American Pipeline shares in Q4 2013, an estimated $225K.
  • Sterne Agee Group first reported a position in Plains All American Pipeline in Q2 2013 and held it in 2 quarters.
  • Sterne Agee Group's Plains All American Pipeline position peaked at $233K in Q2 2013.
  • 499 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2013.

Based on Sterne Agee Group's 13F filing for Q4 2013, filed 18 Feb 2014.