TA
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Tiedemann Advisors’s Plains All American Pipeline PAA Stock Holding History

Tiedemann 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
Q1 		– Sell
-82,096
Closed -$965K – 264
2022
Q4 		$965K Hold
82,096
– – 0.05% 119
2022
Q3 		$863K Sell
82,096
-78,292
-49% -$874K 0.05% 120
2022
Q2 		$1.57M Hold
160,388
– – 0.12% 85
2022
Q1 		$1.73M Hold
160,388
– – 0.09% 101
2021
Q4 		$1.5M Hold
160,388
– – 0.07% 107
2021
Q3 		$1.63M Hold
160,388
– – 0.09% 97
2021
Q2 		$1.82M Sell
160,388
-1,100
-0.7% -$11.3K 0.07% 113
2021
Q1 		$1.47M Buy
161,488
+38,295
+31% +$350K 0.06% 128
2020
Q4 		$1.02M Sell
123,193
-34,949
-22% -$266K 0.05% 151
2020
Q3 		$946K Sell
158,142
-2,700
-2% -$20.1K 0.05% 177
2020
Q2 		$1.42M Sell
160,842
-814,207
-84% -$6.92M 0.08% 133
2020
Q1 		$5.15M Sell
975,049
-302,804
-24% -$4.15M 0.33% 53
2019
Q4 		$23.5M Buy
1,277,853
+204,086
+19% +$3.75M 1.13% 21
2019
Q3 		$22.3M Buy
1,073,767
+165,670
+18% +$3.75M 1.07% 23
2019
Q2 		$22.1M Buy
908,097
+27,610
+3% +$659K 1.11% 22
2019
Q1 		$21.6M Sell
880,487
-42,256
-5% -$999K 1.02% 21
2018
Q4 		$18.5M Buy
922,743
+414,497
+82% +$9.45M 0.95% 27
2018
Q3 		$12.7M Buy
508,246
+9,729
+2% +$245K 0.75% 33
2018
Q2 		$11.8M Buy
498,517
+431,034
+639% +$10.4M 0.75% 32
2018
Q1 		$1.49M Sell
67,483
-350,616
-84% -$7.71M 0.1% 112
2017
Q4 		$8.63M Sell
418,099
-251,029
-38% -$5.11M 0.66% 35
2017
Q3 		$16.3M Buy
669,128
+60,027
+10% +$1.39M 1.47% 14
2017
Q2 		$16M Sell
609,101
-28,866
-5% -$799K 1.16% 15
2017
Q1 		$20.2M Sell
637,967
-25,981
-4% -$821K 1.69% 9
2016
Q4 		$21.4M Buy
663,948
+599,956
+938% +$19M 2.14% 9
2016
Q3 		$2.02M Buy
63,992
+6,722
+12% +$192K 0.42% 30
2016
Q2 		$1.57M Buy
57,270
+960
+2% +$23.2K 1.51% 19
2016
Q1 		$1.18M Buy
56,310
+12,850
+30% +$270K 0.93% 24
2015
Q4 		$1M Sell
43,460
-7,944
-15% -$214K 0.39% 33
2015
Q3 		$1.56M Buy
51,404
+7,215
+16% +$264K 1.2% 16
2015
Q2 		$1.93M Buy
44,189
+1,390
+3% +$66.7K 1.98% 17
2015
Q1 		$2.09M Sell
42,799
-785
-2% -$39K 3.82% 12
2014
Q4 		$2.24M Buy
43,584
+21,170
+94% +$1.12M 3.52% 14
2014
Q3 		$1.32M Hold
22,414
– – 2.7% 16
2014
Q2 		$1.34M Buy
22,414
+640
+3% +$36.4K 3.15% 14
2014
Q1 		$1.2M Buy
21,774
+10,244
+89% +$538K 3.82% 11
2013
Q4 		$596K Sell
11,530
-30,154
-72% -$1.54M 1.97% 20
2013
Q3 		$2.19M Sell
41,684
-5,020
-11% -$268K 4.4% 8
2013
Q2 		$2.61M Buy
+46,704
New +$2.64M 5.35% 4

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tiedemann Advisors's PAA Position: Q1 2023 in Review

Tiedemann Advisors sold out of Plains All American Pipeline (PAA) in Q1 2023, closing a stake of 82,096 shares — an estimated $965K sold.

Tiedemann Advisors first reported a position in PAA in Q2 2013 and held it in 39 quarters. The position peaked at $23.5M in Q4 2019. 331 funds tracked by Wall St. Rank hold PAA as of Q1 2023.

  • Tiedemann Advisors reported no remaining Plains All American Pipeline position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 82,096 Plains All American Pipeline shares in Q1 2023, an estimated $965K.
  • Tiedemann Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 39 quarters.
  • Tiedemann Advisors's Plains All American Pipeline position peaked at $23.5M in Q4 2019.
  • 331 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.