Sunesis Advisors’s Plains All American Pipeline PAA Stock Holding History

Sunesis 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
2021 Q3	–	Sell	-26,669	Closed	-$303K	–	30
2021 Q2	$303K	Hold	26,669	–	–	0.23%	29
2021 Q1	$243K	Hold	26,669	–	–	0.19%	31
2020 Q4	$220K	Hold	26,669	–	–	0.18%	31
2020 Q3	$159K	Hold	26,669	–	–	0.14%	32
2020 Q2	$236K	Hold	26,669	–	–	0.22%	30
2020 Q1	$141K	Hold	26,669	–	–	0.14%	31
2019 Q4	$490K	Buy	+26,669	New	+$490K	0.45%	25

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

CCM

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

Sunesis Advisors's PAA Position: Q3 2021 in Review

Sunesis Advisors sold out of Plains All American Pipeline (PAA) in Q3 2021, closing a stake of 26,669 shares — an estimated $303K sold.

Sunesis Advisors first reported a position in PAA in Q4 2019 and held it in 7 quarters. The position peaked at $490K in Q4 2019. 322 funds tracked by Wall St. Rank hold PAA as of Q3 2021.

Sunesis Advisors reported no remaining Plains All American Pipeline position as of Q3 2021 after selling out during the quarter.
Sunesis Advisors sold 26,669 Plains All American Pipeline shares in Q3 2021, an estimated $303K.
Sunesis Advisors first reported a position in Plains All American Pipeline in Q4 2019 and held it in 7 quarters.
Sunesis Advisors's Plains All American Pipeline position peaked at $490K in Q4 2019.
322 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2021.

Based on Sunesis Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.