Transamerica Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

Transamerica Financial 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
2016 Q2	–	Sell	-800	Closed	-$17K	–	609
2016 Q1	$17K	Hold	800	–	–	﹤0.01%	500
2015 Q4	$19K	Hold	800	–	–	﹤0.01%	533
2015 Q3	$25K	Hold	800	–	–	﹤0.01%	472
2015 Q2	$35K	Sell	800 -100	-11%	-$4.8K	﹤0.01%	491
2015 Q1	$44K	Hold	900	–	–	﹤0.01%	453
2014 Q4	$47K	Hold	900	–	–	﹤0.01%	366
2014 Q3	$53K	Hold	900	–	–	﹤0.01%	335
2014 Q2	$55K	Hold	900	–	–	﹤0.01%	361
2014 Q1	$50K	Hold	900	–	–	0.01%	346
2013 Q4	$47K	Hold	900	–	–	0.01%	349
2013 Q3	$48K	Sell	900 -945	-51%	-$50.5K	0.01%	329
2013 Q2	$103K	Buy	+1,845	New	+$104K	0.02%	230

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

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

Transamerica Financial Advisors's PAA Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Plains All American Pipeline (PAA) in Q2 2016, closing a stake of 800 shares — an estimated $17K sold.

Transamerica Financial Advisors first reported a position in PAA in Q2 2013 and held it in 12 quarters. The position peaked at $103K in Q2 2013. 410 funds tracked by Wall St. Rank hold PAA as of Q2 2016.

Transamerica Financial Advisors reported no remaining Plains All American Pipeline position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 800 Plains All American Pipeline shares in Q2 2016, an estimated $17K.
Transamerica Financial Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 12 quarters.
Transamerica Financial Advisors's Plains All American Pipeline position peaked at $103K in Q2 2013.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.