WealthPLAN Partners’s Plains All American Pipeline PAA Stock Holding History

WealthPLAN 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
2017 Q2	–	Sell	-123	Closed	-$3.84K	–	345
2017 Q1	$3.84K	Buy	+123	New	+$3.89K	0.01%	369
2016 Q3	–	Sell	-886	Closed	-$7.8K	–	1042
2016 Q2	$7.8K	Buy	+886	New	+$21.4K	﹤0.01%	1833

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthPLAN Partners's PAA Position: Q2 2017 in Review

WealthPLAN Partners sold out of Plains All American Pipeline (PAA) in Q2 2017, closing a stake of 123 shares — an estimated $3.84K sold.

WealthPLAN Partners first reported a position in PAA in Q2 2016 and held it in 2 quarters. The position peaked at $7.8K in Q2 2016. 407 funds tracked by Wall St. Rank hold PAA as of Q2 2017.

WealthPLAN Partners reported no remaining Plains All American Pipeline position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 123 Plains All American Pipeline shares in Q2 2017, an estimated $3.84K.
WealthPLAN Partners first reported a position in Plains All American Pipeline in Q2 2016 and held it in 2 quarters.
WealthPLAN Partners's Plains All American Pipeline position peaked at $7.8K in Q2 2016.
407 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.