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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return