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Sun Life Financial’s Plains All American Pipeline PAA Stock Holding History

Sun Life Financial’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
2018
Q1 		– Sell
-3,200
Closed -$66K – 489
2017
Q4 		$66K Hold
3,200
– – 0.01% 232
2017
Q3 		$68K Hold
3,200
– – 0.01% 415
2017
Q2 		$84K Buy
3,200
+3,099
+3,068% +$85.8K 0.01% 371
2017
Q1 		$3.2K Buy
+101
New +$3.19K 0.01% 101

Other funds holding PAA

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Sun Life Financial's PAA Position: Q1 2018 in Review

Sun Life Financial sold out of Plains All American Pipeline (PAA) in Q1 2018, closing a stake of 3,200 shares — an estimated $66K sold.

Sun Life Financial first reported a position in PAA in Q1 2017 and held it in 4 quarters. The position peaked at $84K in Q2 2017. 365 funds tracked by Wall St. Rank hold PAA as of Q1 2018.

  • Sun Life Financial reported no remaining Plains All American Pipeline position as of Q1 2018 after selling out during the quarter.
  • Sun Life Financial sold 3,200 Plains All American Pipeline shares in Q1 2018, an estimated $66K.
  • Sun Life Financial first reported a position in Plains All American Pipeline in Q1 2017 and held it in 4 quarters.
  • Sun Life Financial's Plains All American Pipeline position peaked at $84K in Q2 2017.
  • 365 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2018.

Based on Sun Life Financial's 13F filing for Q1 2018, filed 14 May 2018.