United Asset Strategies’s Plains All American Pipeline PAA Stock Holding History

United Asset Strategies’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
2018 Q4	–	Sell	-8,000	Closed	-$200K	–	204
2018 Q3	$200K	Buy	+8,000	New	+$201K	0.05%	197
2017 Q3	–	Sell	-8,000	Closed	-$210K	–	153
2017 Q2	$210K	Hold	8,000	–	–	0.06%	143
2017 Q1	$253K	Hold	8,000	–	–	0.08%	123
2016 Q4	$258K	Hold	8,000	–	–	0.08%	119
2016 Q3	$251K	Hold	8,000	–	–	0.09%	119
2016 Q2	$220K	Buy	+8,000	New	+$194K	0.08%	126
2016 Q1	–	Sell	-9,000	Closed	-$208K	–	139
2015 Q4	$208K	Sell	9,000 -2,381	-21%	-$64.1K	0.09%	129
2015 Q3	$346K	Buy	11,381 +3,381	+42%	+$124K	0.16%	94
2015 Q2	$349K	Sell	8,000 -213	-3%	-$10.2K	0.16%	100
2015 Q1	$412K	Hold	8,213	–	–	0.19%	88
2014 Q4	$421K	Sell	8,213 -187	-2%	-$9.93K	0.18%	91
2014 Q3	$494K	Hold	8,400	–	–	0.22%	84
2014 Q2	$504K	Buy	8,400 +400	+5%	+$22.8K	0.24%	80
2014 Q1	$441K	Buy	+8,000	New	+$420K	0.25%	73

Other funds holding PAA

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

SCA

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

United Asset Strategies's PAA Position: Q4 2018 in Review

United Asset Strategies sold out of Plains All American Pipeline (PAA) in Q4 2018, closing a stake of 8,000 shares — an estimated $200K sold.

United Asset Strategies first reported a position in PAA in Q1 2014 and held it in 14 quarters. The position peaked at $504K in Q2 2014. 373 funds tracked by Wall St. Rank hold PAA as of Q4 2018.

United Asset Strategies reported no remaining Plains All American Pipeline position as of Q4 2018 after selling out during the quarter.
United Asset Strategies sold 8,000 Plains All American Pipeline shares in Q4 2018, an estimated $200K.
United Asset Strategies first reported a position in Plains All American Pipeline in Q1 2014 and held it in 14 quarters.
United Asset Strategies's Plains All American Pipeline position peaked at $504K in Q2 2014.
373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2018.

Based on United Asset Strategies's 13F filing for Q4 2018, filed 11 Feb 2019.