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

Waldron Private Wealth’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
2017
Q2 		– Sell
-43,652
Closed -$1.38M – 187
2017
Q1 		$1.38M Buy
+43,652
New +$1.38M 0.35% 39

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Waldron Private Wealth's PAA Position: Q2 2017 in Review

Waldron Private Wealth sold out of Plains All American Pipeline (PAA) in Q2 2017, closing a stake of 43,652 shares — an estimated $1.38M sold.

Waldron Private Wealth first reported a position in PAA in Q1 2017 and held it in 1 quarter. The position peaked at $1.38M in Q1 2017. 407 funds tracked by Wall St. Rank hold PAA as of Q2 2017.

  • Waldron Private Wealth reported no remaining Plains All American Pipeline position as of Q2 2017 after selling out during the quarter.
  • Waldron Private Wealth sold 43,652 Plains All American Pipeline shares in Q2 2017, an estimated $1.38M.
  • Waldron Private Wealth first reported a position in Plains All American Pipeline in Q1 2017 and held it in 1 quarter.
  • Waldron Private Wealth's Plains All American Pipeline position peaked at $1.38M in Q1 2017.
  • 407 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.