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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $5.1B AUM 17.16% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Welch & Forbes's PAA Position: Q3 2017 in Review

Welch & Forbes sold out of Plains All American Pipeline (PAA) in Q3 2017, closing a stake of 7,916 shares — an estimated $209K sold.

Welch & Forbes first reported a position in PAA in Q2 2013 and held it in 13 quarters. The position peaked at $453K in Q3 2014. 378 funds tracked by Wall St. Rank hold PAA as of Q3 2017.

Welch & Forbes reported no remaining Plains All American Pipeline position as of Q3 2017 after selling out during the quarter.
Welch & Forbes sold 7,916 Plains All American Pipeline shares in Q3 2017, an estimated $209K.
Welch & Forbes first reported a position in Plains All American Pipeline in Q2 2013 and held it in 13 quarters.
Welch & Forbes's Plains All American Pipeline position peaked at $453K in Q3 2014.
378 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2017.

Based on Welch & Forbes's 13F filing for Q3 2017, filed 13 Nov 2017.