tru Independence’s Plains All American Pipeline PAA Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-1,100	Closed	-$10K	–	692
2020 Q2	$10K	Sell	1,100 -800	-42%	-$6.8K	﹤0.01%	588
2020 Q1	$10K	Hold	1,900	–	–	﹤0.01%	436
2019 Q4	$10K	Buy	+1,900	New	+$34.9K	﹤0.01%	564

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

tru Independence's PAA Position: Q3 2020 in Review

tru Independence sold out of Plains All American Pipeline (PAA) in Q3 2020, closing a stake of 1,100 shares — an estimated $10K sold.

tru Independence first reported a position in PAA in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 340 funds tracked by Wall St. Rank hold PAA as of Q3 2020.

tru Independence reported no remaining Plains All American Pipeline position as of Q3 2020 after selling out during the quarter.
tru Independence sold 1,100 Plains All American Pipeline shares in Q3 2020, an estimated $10K.
tru Independence first reported a position in Plains All American Pipeline in Q4 2019 and held it in 3 quarters.
tru Independence's Plains All American Pipeline position peaked at $10K in Q2 2020.
340 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.