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

TCI 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
2023 Q2	–	Sell	-2,896	Closed	-$36.1K	–	1608
2023 Q1	$36.1K	Sell	2,896 -764	-21%	-$9.54K	﹤0.01%	510
2022 Q4	$43K	Hold	3,660	–	–	0.01%	445
2022 Q3	$39K	Hold	3,660	–	–	0.01%	437
2022 Q2	$36K	Hold	3,660	–	–	0.01%	452
2022 Q1	$39K	Buy	+3,660	New	+$39.2K	0.01%	475
2019 Q4	–	Sell	-121	Closed	-$3K	–	1649
2019 Q3	$3K	Hold	121	–	–	﹤0.01%	974
2019 Q2	$3K	Hold	121	–	–	﹤0.01%	919
2019 Q1	$3K	Hold	121	–	–	﹤0.01%	929
2018 Q4	$2K	Sell	121 -79	-40%	-$1.8K	﹤0.01%	1031
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	802
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	787
2018 Q1	$4K	Buy	+200	New	+$4.4K	﹤0.01%	791
2017 Q3	–	Sell	-200	Closed	-$5K	–	1366
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	757
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	687
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	736
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	689
2016 Q2	$5K	Sell	200 -203	-50%	-$4.91K	﹤0.01%	724
2016 Q1	$8K	Buy	403 +203	+102%	+$4.27K	﹤0.01%	633
2015 Q4	$5K	Sell	200 -462	-70%	-$12.4K	﹤0.01%	717
2015 Q3	$20K	Sell	662 -538	-45%	-$19.7K	0.01%	398
2015 Q2	$52K	Hold	1,200	–	–	0.03%	280
2015 Q1	$59K	Hold	1,200	–	–	0.04%	222
2014 Q4	$62K	Hold	1,200	–	–	0.04%	226
2014 Q3	$71K	Hold	1,200	–	–	0.04%	205
2014 Q2	$72K	Hold	1,200	–	–	0.04%	212
2014 Q1	$66K	Hold	1,200	–	–	0.04%	204
2013 Q4	$62K	Buy	1,200 +1,000	+500%	+$51.1K	0.04%	219
2013 Q3	$11K	Hold	200	–	–	0.01%	363
2013 Q2	$11K	Buy	+200	New	+$11.3K	0.01%	365

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TCI Wealth Advisors's PAA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q2 2023, closing a stake of 2,896 shares — an estimated $36.1K sold.

TCI Wealth Advisors first reported a position in PAA in Q2 2013 and held it in 29 quarters. The position peaked at $72K in Q2 2014. 326 funds tracked by Wall St. Rank hold PAA as of Q2 2023.

TCI Wealth Advisors reported no remaining Plains All American Pipeline position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2,896 Plains All American Pipeline shares in Q2 2023, an estimated $36.1K.
TCI Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 29 quarters.
TCI Wealth Advisors's Plains All American Pipeline position peaked at $72K in Q2 2014.
326 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.