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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 -$341K – 202
2015
Q4 		$341K 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 		$902K 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 $9.84B 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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 $6.36B AUM 17.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

WBH Advisory's PAA Position: Q1 2016 in Review

WBH Advisory sold out of Plains All American Pipeline (PAA) in Q1 2016, closing a stake of 14,798 shares — an estimated $341K sold.

WBH Advisory first reported a position in PAA in Q2 2013 and held it in 11 quarters. The position peaked at $1.01M in Q3 2014. 386 funds tracked by Wall St. Rank hold PAA as of Q1 2016.

  • WBH Advisory reported no remaining Plains All American Pipeline position as of Q1 2016 after selling out during the quarter.
  • WBH Advisory sold 14,798 Plains All American Pipeline shares in Q1 2016, an estimated $341K.
  • WBH Advisory first reported a position in Plains All American Pipeline in Q2 2013 and held it in 11 quarters.
  • WBH Advisory's Plains All American Pipeline position peaked at $1.01M in Q3 2014.
  • 386 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2016.

Based on WBH Advisory's 13F filing for Q1 2016, filed 15 Apr 2016.