TRUE Private Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-7,234	Closed	-$59K	–	558
2020 Q4	$59K	Sell	7,234 -9,586	-57%	-$72.9K	0.01%	336
2020 Q3	$100K	Sell	16,820 -347	-2%	-$2.59K	0.02%	248
2020 Q2	$151K	Buy	+17,167	New	+$146K	0.03%	195

Other funds holding PAA

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

Blackstone Inc New York $32.9B AUM 23.66% 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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

TRUE Private Wealth Advisors's PAA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q1 2021, closing a stake of 7,234 shares — an estimated $59K sold.

TRUE Private Wealth Advisors first reported a position in PAA in Q2 2020 and held it in 3 quarters. The position peaked at $151K in Q2 2020. 341 funds tracked by Wall St. Rank hold PAA as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Plains All American Pipeline position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 7,234 Plains All American Pipeline shares in Q1 2021, an estimated $59K.
TRUE Private Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2020 and held it in 3 quarters.
TRUE Private Wealth Advisors's Plains All American Pipeline position peaked at $151K in Q2 2020.
341 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.