WA
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WESPAC Advisors’s Plains All American Pipeline PAA Stock Holding History

WESPAC Advisors’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
-8,800
Closed -$231K – 150
2017
Q2 		$231K Buy
+8,800
New +$244K 0.16% 119
2015
Q3 		– Sell
-8,800
Closed -$383K – 98
2015
Q2 		$383K Hold
8,800
– – 0.29% 85
2015
Q1 		$429K Sell
8,800
-1,521
-15% -$75.5K 0.33% 87
2014
Q4 		$530K Buy
10,321
+1,521
+17% +$80.8K 0.37% 72
2014
Q3 		$518K Buy
8,800
+4,400
+100% +$258K 0.42% 79
2014
Q2 		$264K Sell
4,400
-4,400
-50% -$250K 0.3% 96
2014
Q1 		$485K Hold
8,800
– – 0.42% 89
2013
Q4 		$456K Buy
8,800
+4,400
+100% +$225K 0.38% 100
2013
Q3 		$232K Hold
4,400
– – 0.27% 98
2013
Q2 		$246K Buy
+4,400
New +$249K 0.37% 80

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