WA
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WBH Advisory’s Plains All American Pipeline PAA Stock Holding History

WBH Advisory’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
2016
Q1 		– Sell
-14,798
Closed -$341 – 202
2015
Q4 		$341 Sell
14,798
-1,201
-8% -$32.3K 0.12% 145
2015
Q3 		$486K Sell
15,999
-1,659
-9% -$60.6K 0.2% 115
2015
Q2 		$769K Sell
17,658
-839
-5% -$40.2K 0.3% 85
2015
Q1 		$902 Buy
18,497
+814
+5% +$40.4K 0.25% 71
2014
Q4 		$907K Buy
17,683
+582
+3% +$30.9K 0.34% 68
2014
Q3 		$1.01M Buy
17,101
+479
+3% +$28.1K 0.35% 65
2014
Q2 		$998K Buy
16,622
+177
+1% +$10.1K 0.38% 66
2014
Q1 		$906K Sell
16,445
-105
-0.6% -$5.51K 0.36% 69
2013
Q4 		$856K Buy
16,550
+805
+5% +$41.1K 0.34% 79
2013
Q3 		$829K Sell
15,745
-770
-5% -$41.1K 0.37% 72
2013
Q2 		$921K Buy
+16,515
New +$935K 0.43% 61

Other funds holding PAA

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return