Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WAM
Wealthspire Advisors (Maryland)’s
Plains All American Pipeline
PAA
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-5,410
Closed
-$133K
–
1570
2019
Q1
$133K
Sell
5,410
-480
-8%
-$11.3K
0.01%
552
2018
Q4
$118K
Buy
5,890
+1,070
+22%
+$24.4K
0.01%
552
2018
Q3
$121K
Sell
4,820
-203
-4%
-$5.11K
0.01%
614
2018
Q2
$119K
Buy
5,023
+1,720
+52%
+$41.4K
0.01%
635
2018
Q1
$73K
Sell
3,303
-210
-6%
-$4.62K
0.01%
835
2017
Q4
$73K
Sell
3,513
-630
-15%
-$12.8K
0.01%
846
2017
Q3
$88K
Buy
4,143
+740
+22%
+$17.1K
0.01%
760
2017
Q2
$89K
Sell
3,403
-2,240
-40%
-$62K
0.01%
733
2017
Q1
$178K
Buy
5,643
+1,910
+51%
+$60.4K
0.03%
431
2016
Q4
$121K
Sell
3,733
-150
-4%
-$4.74K
0.02%
518
2016
Q3
$122K
Buy
3,883
+862
+29%
+$24.6K
0.02%
511
2016
Q2
$83K
Sell
3,021
-24
-0.8%
-$581
0.01%
578
2016
Q1
$64K
Buy
3,045
+17
+0.6%
+$358
0.01%
638
2015
Q4
$70K
Buy
+3,028
New
+$81.5K
0.01%
623
Other funds holding PAA
TCA
Tortoise Capital Advisors
Overland Park, Kansas
$9.6B AUM
19.53%
1-Year Est. Return
HFA
Harvest Fund Advisors
Wayne, Pennsylvania
$4.87B AUM
49.03%
1-Year Est. Return
AA
ALPS Advisors
Denver, Colorado
$21.3B AUM
21.71%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BC
Brookfield Corp
Toronto, Ontario, Canada
$74.2B AUM
0.68%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
KACA
Kayne Anderson Capital Advisors
Los Angeles, California
$5.22B AUM
17.11%
1-Year Est. Return
CCM
Chickasaw Capital Management
Memphis, Tennessee
$2.78B AUM
20.87%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close