Welch Group’s Plains All American Pipeline PAA Stock Holding History

Welch Group’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
2018 Q4	–	Sell	-6,495	Closed	-$162	–	148
2018 Q3	$162	Hold	6,495	–	–	0.02%	128
2018 Q2	$154K	Hold	6,495	–	–	0.02%	118
2018 Q1	$143K	Hold	6,495	–	–	0.02%	120
2017 Q4	$134K	Buy	+6,495	New	+$132K	0.02%	122

Other funds holding PAA

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

SCA

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

Welch Group's PAA Position: Q4 2018 in Review

Welch Group sold out of Plains All American Pipeline (PAA) in Q4 2018, closing a stake of 6,495 shares — an estimated $162 sold.

Welch Group first reported a position in PAA in Q4 2017 and held it in 4 quarters. The position peaked at $154K in Q2 2018. 373 funds tracked by Wall St. Rank hold PAA as of Q4 2018.

Welch Group reported no remaining Plains All American Pipeline position as of Q4 2018 after selling out during the quarter.
Welch Group sold 6,495 Plains All American Pipeline shares in Q4 2018, an estimated $162.
Welch Group first reported a position in Plains All American Pipeline in Q4 2017 and held it in 4 quarters.
Welch Group's Plains All American Pipeline position peaked at $154K in Q2 2018.
373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2018.

Based on Welch Group's 13F filing for Q4 2018, filed 10 Jan 2019.