Sunbelt Securities’s Pembina Pipeline PBA Stock Holding History

Sunbelt Securities’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-400	Closed	-$12.6K	–	1810
2023 Q2	$12.6K	Hold	400	–	–	﹤0.01%	1126
2023 Q1	$12.9K	Buy	+400	New	+$13.5K	﹤0.01%	1062

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Sunbelt Securities's PBA Position: Q3 2023 in Review

Sunbelt Securities sold out of Pembina Pipeline (PBA) in Q3 2023, closing a stake of 400 shares — an estimated $12.6K sold.

Sunbelt Securities first reported a position in PBA in Q1 2023 and held it in 2 quarters. The position peaked at $12.9K in Q1 2023. 349 funds tracked by Wall St. Rank hold PBA as of Q3 2023.

Sunbelt Securities reported no remaining Pembina Pipeline position as of Q3 2023 after selling out during the quarter.
Sunbelt Securities sold 400 Pembina Pipeline shares in Q3 2023, an estimated $12.6K.
Sunbelt Securities first reported a position in Pembina Pipeline in Q1 2023 and held it in 2 quarters.
Sunbelt Securities's Pembina Pipeline position peaked at $12.9K in Q1 2023.
349 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.