Wealthcare Advisory Partners’s Plains All American Pipeline PAA Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-175	Closed	-$2K	–	1447
2021 Q1	$2K	Buy	+175	New	+$1.6K	﹤0.01%	1900
2020 Q2	–	Sell	-405	Closed	-$2K	–	1048
2020 Q1	$2K	Sell	405 -370	-48%	-$5.08K	﹤0.01%	1314
2019 Q4	$14K	Hold	775	–	–	﹤0.01%	859
2019 Q3	$16K	Hold	775	–	–	﹤0.01%	806
2019 Q2	$19K	Hold	775	–	–	﹤0.01%	735
2019 Q1	$19K	Sell	775 -110	-12%	-$2.6K	﹤0.01%	673
2018 Q4	$18K	Hold	885	–	–	﹤0.01%	656
2018 Q3	$22K	Hold	885	–	–	﹤0.01%	649
2018 Q2	$21K	Hold	885	–	–	﹤0.01%	660
2018 Q1	$19K	Hold	885	–	–	﹤0.01%	592
2017 Q4	$18K	Hold	885	–	–	﹤0.01%	563
2017 Q3	$19K	Buy	+885	New	+$20.5K	0.01%	441

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wealthcare Advisory Partners's PAA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Plains All American Pipeline (PAA) in Q2 2021, closing a stake of 175 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in PAA in Q3 2017 and held it in 12 quarters. The position peaked at $22K in Q3 2018. 335 funds tracked by Wall St. Rank hold PAA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Plains All American Pipeline position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 175 Plains All American Pipeline shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Plains All American Pipeline in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Plains All American Pipeline position peaked at $22K in Q3 2018.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.