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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 – 1538
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 $9.84B AUM 26.47% 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 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PAA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Plains All American Pipeline (PAA) in Q2 2019, closing a stake of 5,410 shares — an estimated $133K sold.

Wealthspire Advisors (Maryland) first reported a position in PAA in Q4 2015 and held it in 14 quarters. The position peaked at $178K in Q1 2017. 375 funds tracked by Wall St. Rank hold PAA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Plains All American Pipeline position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,410 Plains All American Pipeline shares in Q2 2019, an estimated $133K.
  • Wealthspire Advisors (Maryland) first reported a position in Plains All American Pipeline in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Plains All American Pipeline position peaked at $178K in Q1 2017.
  • 375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.