WF
PAA icon

Welch & Forbes’s Plains All American Pipeline PAA Stock Holding History

Welch & Forbes’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
Q3 		– Sell
-7,916
Closed -$209K – 341
2017
Q2 		$209K Hold
7,916
– – 0.01% 331
2017
Q1 		$250K Buy
7,916
+825
+12% +$26.1K 0.01% 308
2016
Q4 		$229K Sell
7,091
-9
-0.1% -$284 0.01% 318
2016
Q3 		$223K Buy
+7,100
New +$203K 0.01% 281
2015
Q3 		– Sell
-7,100
Closed -$309K – 336
2015
Q2 		$309K Hold
7,100
– – 0.01% 284
2015
Q1 		$346K Sell
7,100
-582
-8% -$28.9K 0.01% 278
2014
Q4 		$395K Hold
7,682
– – 0.01% 278
2014
Q3 		$453K Buy
7,682
+582
+8% +$34.1K 0.01% 271
2014
Q2 		$426K Hold
7,100
– – 0.01% 258
2014
Q1 		$391K Hold
7,100
– – 0.01% 272
2013
Q4 		$367K Hold
7,100
– – 0.01% 265
2013
Q3 		$374K Sell
7,100
-86
-1% -$4.59K 0.01% 280
2013
Q2 		$401K Buy
+7,186
New +$407K 0.01% 251

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return