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

Taylor Wealth Management Partners’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
2016 Q1	–	Sell	-73,260	Closed	-$1.69M	–	155
2015 Q4	$1.69M	Buy	73,260 +71,710	+4,626%	+$1.93M	0.73%	34
2015 Q3	$47K	Hold	1,550	–	–	0.02%	83
2015 Q2	$68K	Hold	1,550	–	–	0.02%	83
2015 Q1	$76K	Buy	+1,550	New	+$76.9K	0.02%	67

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Taylor Wealth Management Partners's PAA Position: Q1 2016 in Review

Taylor Wealth Management Partners sold out of Plains All American Pipeline (PAA) in Q1 2016, closing a stake of 73,260 shares — an estimated $1.69M sold.

Taylor Wealth Management Partners first reported a position in PAA in Q1 2015 and held it in 4 quarters. The position peaked at $1.69M in Q4 2015. 386 funds tracked by Wall St. Rank hold PAA as of Q1 2016.

Taylor Wealth Management Partners reported no remaining Plains All American Pipeline position as of Q1 2016 after selling out during the quarter.
Taylor Wealth Management Partners sold 73,260 Plains All American Pipeline shares in Q1 2016, an estimated $1.69M.
Taylor Wealth Management Partners first reported a position in Plains All American Pipeline in Q1 2015 and held it in 4 quarters.
Taylor Wealth Management Partners's Plains All American Pipeline position peaked at $1.69M in Q4 2015.
386 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2016, filed 13 Apr 2016.