TCI Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-52	Closed	-$1.69K	–	1624
2023 Q1	$1.69K	Buy	+52	New	+$1.75K	﹤0.01%	2005
2016 Q1	–	Sell	-516	Closed	-$11K	–	1386
2015 Q4	$11K	Hold	516	–	–	0.01%	562
2015 Q3	$12K	Hold	516	–	–	0.01%	479
2015 Q2	$17K	Buy	+516	New	+$17.3K	0.01%	431
2015 Q1	–	Sell	-516	Closed	-$19K	–	934
2014 Q4	$19K	Hold	516	–	–	0.01%	361
2014 Q3	$22K	Hold	516	–	–	0.01%	325
2014 Q2	$22K	Hold	516	–	–	0.01%	337
2014 Q1	$20K	Hold	516	–	–	0.01%	329
2013 Q4	$18K	Hold	516	–	–	0.01%	350
2013 Q3	$17K	Hold	516	–	–	0.01%	305
2013 Q2	$16K	Buy	+516	New	+$16.5K	0.01%	322

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

CIA

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

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

TCI Wealth Advisors sold out of Pembina Pipeline (PBA) in Q2 2023, closing a stake of 52 shares — an estimated $1.69K sold.

TCI Wealth Advisors first reported a position in PBA in Q2 2013 and held it in 11 quarters. The position peaked at $22K in Q3 2014. 370 funds tracked by Wall St. Rank hold PBA as of Q2 2023.

TCI Wealth Advisors reported no remaining Pembina Pipeline position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 52 Pembina Pipeline shares in Q2 2023, an estimated $1.69K.
TCI Wealth Advisors first reported a position in Pembina Pipeline in Q2 2013 and held it in 11 quarters.
TCI Wealth Advisors's Pembina Pipeline position peaked at $22K in Q3 2014.
370 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2023.

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