West Family Investments’s Plains All American Pipeline PAA Stock Holding History

West Family Investments’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 Q2	–	Sell	-173,800	Closed	-$1.58M	–	366
2021 Q1	$1.58M	Hold	173,800	–	–	0.58%	53
2020 Q4	$1.43K	Hold	173,800	–	–	0.44%	69
2020 Q3	$1.04M	Buy	173,800 +123,800	+248%	+$923K	0.39%	53
2020 Q2	$920K	Sell	50,000 -18,800	-27%	-$160K	0.22%	64
2020 Q1	$363K	Buy	68,800 +18,800	+38%	+$258K	0.14%	70
2019 Q4	$920K	Buy	+50,000	New	+$919K	0.22%	64

Other funds holding PAA

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

Blackstone Inc New York $25.6B AUM 26.83% 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

West Family Investments's PAA Position: Q2 2021 in Review

West Family Investments sold out of Plains All American Pipeline (PAA) in Q2 2021, closing a stake of 173,800 shares — an estimated $1.58M sold.

West Family Investments first reported a position in PAA in Q4 2019 and held it in 6 quarters. The position peaked at $1.58M in Q1 2021. 335 funds tracked by Wall St. Rank hold PAA as of Q2 2021.

West Family Investments reported no remaining Plains All American Pipeline position as of Q2 2021 after selling out during the quarter.
West Family Investments sold 173,800 Plains All American Pipeline shares in Q2 2021, an estimated $1.58M.
West Family Investments first reported a position in Plains All American Pipeline in Q4 2019 and held it in 6 quarters.
West Family Investments's Plains All American Pipeline position peaked at $1.58M in Q1 2021.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.