Westbourne Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Westbourne Investment 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
2018 Q4	–	Sell	-3,400	Closed	-$85K	–	128
2018 Q3	$85K	Buy	+3,400	New	+$85.6K	0.06%	130
2016 Q3	–	Sell	-5,300	Closed	-$146K	–	121
2016 Q2	$146K	Buy	+5,300	New	+$128K	0.13%	115

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 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

SCA

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

Westbourne Investment Advisors's PAA Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Plains All American Pipeline (PAA) in Q4 2018, closing a stake of 3,400 shares — an estimated $85K sold.

Westbourne Investment Advisors first reported a position in PAA in Q2 2016 and held it in 2 quarters. The position peaked at $146K in Q2 2016. 373 funds tracked by Wall St. Rank hold PAA as of Q4 2018.

Westbourne Investment Advisors reported no remaining Plains All American Pipeline position as of Q4 2018 after selling out during the quarter.
Westbourne Investment Advisors sold 3,400 Plains All American Pipeline shares in Q4 2018, an estimated $85K.
Westbourne Investment Advisors first reported a position in Plains All American Pipeline in Q2 2016 and held it in 2 quarters.
Westbourne Investment Advisors's Plains All American Pipeline position peaked at $146K in Q2 2016.
373 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.