VFP
PAA icon

Verus Financial Partners’s Plains All American Pipeline PAA Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-34,000
Closed -$203K – 159
2020
Q3 		$203K Buy
+34,000
New +$253K 0.07% 152

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Verus Financial Partners's PAA Position: Q4 2020 in Review

Verus Financial Partners sold out of Plains All American Pipeline (PAA) in Q4 2020, closing a stake of 34,000 shares — an estimated $203K sold.

Verus Financial Partners first reported a position in PAA in Q3 2020 and held it in 1 quarter. The position peaked at $203K in Q3 2020. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2020.

  • Verus Financial Partners reported no remaining Plains All American Pipeline position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 34,000 Plains All American Pipeline shares in Q4 2020, an estimated $203K.
  • Verus Financial Partners first reported a position in Plains All American Pipeline in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's Plains All American Pipeline position peaked at $203K in Q3 2020.
  • 349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.