Wealthspire Advisors (Maryland)’s Pembina Pipeline PBA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-31	Closed	-$1K	–	1580
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	2367
2018 Q4	$1K	Buy	31 +16	+107%	+$530	﹤0.01%	2306
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	2309
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	2343
2018 Q1	$0	Sell	15 -503	-97%	-$16.7K	﹤0.01%	2603
2017 Q4	$19K	Sell	518 -393	-43%	-$13.6K	﹤0.01%	1348
2017 Q3	$32K	Sell	911 -32	-3%	-$1.07K	﹤0.01%	1130
2017 Q2	$31K	Buy	943 +10	+1%	+$324	﹤0.01%	1115
2017 Q1	$30K	Buy	933 +37	+4%	+$1.18K	﹤0.01%	954
2016 Q4	$28K	Buy	896 +400	+81%	+$12.1K	﹤0.01%	927
2016 Q3	$15K	Buy	+496	New	+$14.9K	﹤0.01%	1141

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return