TS Financial Group (TSFG)’s Plains All American Pipeline PAA Stock Holding History

TS Financial Group (TSFG)’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
2023 Q4	–	Sell	-462	Closed	-$7K	–	995
2023 Q3	$7K	Hold	462	–	–	﹤0.01%	596
2023 Q2	$7K	Hold	462	–	–	﹤0.01%	605
2023 Q1	$6K	Hold	462	–	–	﹤0.01%	627
2022 Q4	$5K	Hold	462	–	–	﹤0.01%	660
2022 Q3	$5K	Hold	462	–	–	﹤0.01%	644
2022 Q2	$5K	Buy	+462	New	+$5.01K	﹤0.01%	644

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

KACA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TS Financial Group (TSFG)'s PAA Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Plains All American Pipeline (PAA) in Q4 2023, closing a stake of 462 shares — an estimated $7K sold.

TS Financial Group (TSFG) first reported a position in PAA in Q2 2022 and held it in 6 quarters. The position peaked at $7K in Q3 2023. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2023.

TS Financial Group (TSFG) reported no remaining Plains All American Pipeline position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 462 Plains All American Pipeline shares in Q4 2023, an estimated $7K.
TS Financial Group (TSFG) first reported a position in Plains All American Pipeline in Q2 2022 and held it in 6 quarters.
TS Financial Group (TSFG)'s Plains All American Pipeline position peaked at $7K in Q3 2023.
349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.