Tiedemann Advisors’s Pembina Pipeline PBA Stock Holding History

Tiedemann 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
2020 Q3	–	Sell	-9,392	Closed	-$237K	–	328
2020 Q2	$237K	Buy	+9,392	New	+$217K	0.01%	265
2020 Q1	–	Sell	-9,392	Closed	-$349K	–	315
2019 Q4	$349K	Sell	9,392 -200	-2%	-$7.15K	0.02%	233
2019 Q3	$356K	Sell	9,592 -142	-1%	-$5.26K	0.02%	243
2019 Q2	$364K	Buy	9,734 +131	+1%	+$4.77K	0.02%	227
2019 Q1	$353K	Hold	9,603	–	–	0.02%	342
2018 Q4	$286K	Buy	9,603 +11	+0.1%	+$365	0.01%	348
2018 Q3	$328K	Hold	9,592	–	–	0.02%	251
2018 Q2	$333K	Hold	9,592	–	–	0.02%	247
2018 Q1	$300K	Sell	9,592 -3,109	-24%	-$103K	0.02%	228
2017 Q4	$461K	Buy	+12,701	New	+$439K	0.04%	162

Other funds holding PBA

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

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

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Tiedemann Advisors's PBA Position: Q3 2020 in Review

Tiedemann Advisors sold out of Pembina Pipeline (PBA) in Q3 2020, closing a stake of 9,392 shares — an estimated $237K sold.

Tiedemann Advisors first reported a position in PBA in Q4 2017 and held it in 10 quarters. The position peaked at $461K in Q4 2017. 289 funds tracked by Wall St. Rank hold PBA as of Q3 2020.

Tiedemann Advisors reported no remaining Pembina Pipeline position as of Q3 2020 after selling out during the quarter.
Tiedemann Advisors sold 9,392 Pembina Pipeline shares in Q3 2020, an estimated $237K.
Tiedemann Advisors first reported a position in Pembina Pipeline in Q4 2017 and held it in 10 quarters.
Tiedemann Advisors's Pembina Pipeline position peaked at $461K in Q4 2017.
289 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2020.

Based on Tiedemann Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.