SFWA
PAA icon

Summit Financial Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Summit Financial Wealth 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
2015
Q3 		– Sell
-1,000
Closed -$43K – 248
2015
Q2 		$43K Hold
1,000
– – 0.03% 154
2015
Q1 		$48K Hold
1,000
– – 0.03% 123
2014
Q4 		$51K Buy
+1,000
New +$53.1K 0.04% 123

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial Wealth Advisors's PAA Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q3 2015, closing a stake of 1,000 shares — an estimated $43K sold.

Summit Financial Wealth Advisors first reported a position in PAA in Q4 2014 and held it in 3 quarters. The position peaked at $51K in Q4 2014. 459 funds tracked by Wall St. Rank hold PAA as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Plains All American Pipeline position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 Plains All American Pipeline shares in Q3 2015, an estimated $43K.
  • Summit Financial Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Plains All American Pipeline position peaked at $51K in Q4 2014.
  • 459 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.