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Wescott Financial Advisory Group’s Plains All American Pipeline PAA Stock Holding History

Wescott Financial Advisory 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
2021
Q1 		– Sell
-27,386
Closed -$226K – 67
2020
Q4 		$226K Buy
+27,386
New +$208K 0.16% 52

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Wescott Financial Advisory Group's PAA Position: Q1 2021 in Review

Wescott Financial Advisory Group sold out of Plains All American Pipeline (PAA) in Q1 2021, closing a stake of 27,386 shares — an estimated $226K sold.

Wescott Financial Advisory Group first reported a position in PAA in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 341 funds tracked by Wall St. Rank hold PAA as of Q1 2021.

  • Wescott Financial Advisory Group reported no remaining Plains All American Pipeline position as of Q1 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 27,386 Plains All American Pipeline shares in Q1 2021, an estimated $226K.
  • Wescott Financial Advisory Group first reported a position in Plains All American Pipeline in Q4 2020 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Plains All American Pipeline position peaked at $226K in Q4 2020.
  • 341 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2021, filed 25 Jun 2021.