United Capital Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

United Capital 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
2024 Q2	–	Sell	-27,863	Closed	-$489K	–	1087
2024 Q1	$489K	Buy	27,863 +14	+0.1%	+$226	﹤0.01%	741
2023 Q4	$422K	Sell	27,849 -43,020	-61%	-$657K	﹤0.01%	772
2023 Q3	$1.09M	Sell	70,869 -11,125	-14%	-$167K	0.01%	500
2023 Q2	$1.16M	Sell	81,994 -9,057	-10%	-$120K	0.01%	522
2023 Q1	$1.14M	Sell	91,051 -1,295	-1%	-$16.2K	0.01%	547
2022 Q4	$1.09M	Sell	92,346 -25,035	-21%	-$297K	0.01%	591
2022 Q3	$1.24M	Sell	117,381 -53,400	-31%	-$596K	0.01%	569
2022 Q2	$1.68M	Buy	170,781 +53,435	+46%	+$579K	0.01%	527
2022 Q1	$1.26M	Sell	117,346 -7,075	-6%	-$75.8K	0.01%	620
2021 Q4	$1.16M	Hold	124,421	–	–	0.01%	647
2021 Q3	$1.26M	Sell	124,421 -26,089	-17%	-$259K	0.01%	615
2021 Q2	$1.71M	Sell	150,510 -10,500	-7%	-$108K	0.01%	572
2021 Q1	$1.47M	Sell	161,010 -26,000	-14%	-$238K	0.01%	573
2020 Q4	$1.54M	Sell	187,010 -15,199	-8%	-$116K	0.01%	566
2020 Q3	$1.21M	Sell	202,209 -29,016	-13%	-$216K	0.01%	605
2020 Q2	$2.04M	Sell	231,225 -11,698	-5%	-$99.5K	0.01%	512
2020 Q1	$1.28M	Sell	242,923 -20,820	-8%	-$286K	0.01%	575
2019 Q4	$4.85M	Sell	263,743 -1,125	-0.4%	-$20.7K	0.03%	427
2019 Q3	$5.5M	Sell	264,868 -32,052	-11%	-$725K	0.04%	385
2019 Q2	$7.23M	Buy	296,920 +24,242	+9%	+$579K	0.05%	348
2019 Q1	$6.68M	Buy	272,678 +147	+0.1%	+$3.47K	0.05%	355
2018 Q4	$5.46M	Buy	272,531 +18,359	+7%	+$418K	0.04%	351
2018 Q3	$6.36M	Sell	254,172 -379	-0.1%	-$9.54K	0.04%	390
2018 Q2	$6.02M	Sell	254,551 -15,064	-6%	-$363K	0.04%	384
2018 Q1	$5.94M	Sell	269,615 -102	-0%	-$2.24K	0.05%	382
2017 Q4	$5.61M	Buy	269,717 +10,988	+4%	+$224K	0.04%	388
2017 Q3	$5.48M	Sell	258,729 -3,477	-1%	-$80.5K	0.05%	374
2017 Q2	$6.89M	Sell	262,206 -10,820	-4%	-$300K	0.06%	329
2017 Q1	$8.63M	Sell	273,026 -14,349	-5%	-$454K	0.08%	292
2016 Q4	$9.28M	Sell	287,375 -26,209	-8%	-$828K	0.09%	274
2016 Q3	$9.85M	Buy	313,584 +5,741	+2%	+$164K	0.1%	260
2016 Q2	$8.31M	Sell	307,843 -23,590	-7%	-$571K	0.08%	279
2016 Q1	$6.95M	Sell	331,433 -62,843	-16%	-$1.32M	0.08%	271
2015 Q4	$9.11M	Sell	394,276 -34,005	-8%	-$916K	0.1%	211
2015 Q3	$13M	Buy	428,281 +12,500	+3%	+$457K	0.16%	143
2015 Q2	$18.1M	Buy	415,781 +8,451	+2%	+$405K	0.21%	110
2015 Q1	$20.4M	Buy	407,330 +34,326	+9%	+$1.7M	0.25%	100
2014 Q4	$19.1M	Buy	373,004 +77,321	+26%	+$4.11M	0.29%	90
2014 Q3	$17.4M	Sell	295,683 -1,736	-0.6%	-$102K	0.3%	85
2014 Q2	$17.9M	Buy	297,419 +6,956	+2%	+$396K	0.33%	76
2014 Q1	$16M	Buy	290,463 +22,037	+8%	+$1.16M	0.34%	68
2013 Q4	$13.9M	Buy	268,426 +257,243	+2,300%	+$13.1M	0.47%	53
2013 Q3	$589K	Sell	11,183 -267,739	-96%	-$14.3M	0.02%	411
2013 Q2	$15.6M	Buy	+278,922	New	+$15.8M	0.41%	65

Other funds holding PAA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's PAA Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Plains All American Pipeline (PAA) in Q2 2024, closing a stake of 27,863 shares — an estimated $489K sold.

United Capital Financial Advisors first reported a position in PAA in Q2 2013 and held it in 44 quarters. The position peaked at $20.4M in Q1 2015. 357 funds tracked by Wall St. Rank hold PAA as of Q2 2024.

United Capital Financial Advisors reported no remaining Plains All American Pipeline position as of Q2 2024 after selling out during the quarter.
United Capital Financial Advisors sold 27,863 Plains All American Pipeline shares in Q2 2024, an estimated $489K.
United Capital Financial Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 44 quarters.
United Capital Financial Advisors's Plains All American Pipeline position peaked at $20.4M in Q1 2015.
357 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.