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WealthTrust-Arizona’s Pembina Pipeline PBA Stock Holding History

WealthTrust-Arizona’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
2014
Q1 		– Sell
-425
Closed -$15K – 719
2013
Q4 		$15K Buy
+425
New +$14K 0.02% 328

Other funds holding PBA

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

WealthTrust-Arizona's PBA Position: Q1 2014 in Review

WealthTrust-Arizona sold out of Pembina Pipeline (PBA) in Q1 2014, closing a stake of 425 shares — an estimated $15K sold.

WealthTrust-Arizona first reported a position in PBA in Q4 2013 and held it in 1 quarter. The position peaked at $15K in Q4 2013. 212 funds tracked by Wall St. Rank hold PBA as of Q1 2014.

  • WealthTrust-Arizona reported no remaining Pembina Pipeline position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 425 Pembina Pipeline shares in Q1 2014, an estimated $15K.
  • WealthTrust-Arizona first reported a position in Pembina Pipeline in Q4 2013 and held it in 1 quarter.
  • WealthTrust-Arizona's Pembina Pipeline position peaked at $15K in Q4 2013.
  • 212 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.