Strategic Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Strategic Wealth Management’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 Q1	–	Sell	-223,706	Closed	-$1.84M	–	75
2020 Q4	$1.84M	Sell	223,706 -250	-0.1%	-$1.9K	1.13%	36
2020 Q3	$1.34M	Sell	223,956 -16,997	-7%	-$127K	1%	38
2020 Q2	$2.13M	Buy	+240,953	New	+$2.05M	1.97%	20

Other funds holding PAA

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

Blackstone Inc New York $25.6B AUM 26.83% 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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

CCM

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Strategic Wealth Management's PAA Position: Q1 2021 in Review

Strategic Wealth Management sold out of Plains All American Pipeline (PAA) in Q1 2021, closing a stake of 223,706 shares — an estimated $1.84M sold.

Strategic Wealth Management first reported a position in PAA in Q2 2020 and held it in 3 quarters. The position peaked at $2.13M in Q2 2020. 341 funds tracked by Wall St. Rank hold PAA as of Q1 2021.

Strategic Wealth Management reported no remaining Plains All American Pipeline position as of Q1 2021 after selling out during the quarter.
Strategic Wealth Management sold 223,706 Plains All American Pipeline shares in Q1 2021, an estimated $1.84M.
Strategic Wealth Management first reported a position in Plains All American Pipeline in Q2 2020 and held it in 3 quarters.
Strategic Wealth Management's Plains All American Pipeline position peaked at $2.13M in Q2 2020.
341 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2021.

Based on Strategic Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.