Westside Investment Management’s Plains All American Pipeline PAA Stock Holding History

Westside Investment Management’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	-4,000	Closed	-$36	–	754
2021 Q1	$36	Hold	4,000	–	–	﹤0.01%	400
2020 Q4	$32	Hold	4,000	–	–	﹤0.01%	380
2020 Q3	$23	Buy	4,000 +1,000	+33%	+$7.46K	﹤0.01%	407
2020 Q2	$26	Buy	3,000 +1,000	+50%	+$8.5K	﹤0.01%	376
2020 Q1	$10	Buy	+2,000	New	+$27.4K	﹤0.01%	467
2019 Q2	$72.9K	Buy	+3,000	New	+$71.6K	0.03%	258
2018 Q4	$60.9K	Buy	3,000 +2,000	+200%	+$45.6K	0.02%	270
2018 Q3	$25.1K	Hold	1,000	–	–	0.01%	323
2018 Q2	$23.5K	Sell	1,000 -300	-23%	-$7.23K	0.01%	383
2018 Q1	$27.9K	Buy	1,300 +200	+18%	+$4.4K	0.02%	340
2017 Q4	$24.8K	Sell	1,100 -200	-15%	-$4.07K	0.01%	368
2017 Q3	$27.7K	Buy	+1,300	New	+$30.1K	0.02%	340

Other funds holding PAA

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

Blackstone Inc New York $32.9B AUM 23.66% 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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

CCM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Westside Investment Management's PAA Position: Q2 2021 in Review

Westside Investment Management sold out of Plains All American Pipeline (PAA) in Q2 2021, closing a stake of 4,000 shares — an estimated $36 sold.

Westside Investment Management first reported a position in PAA in Q3 2017 and held it in 12 quarters. The position peaked at $72.9K in Q2 2019. 335 funds tracked by Wall St. Rank hold PAA as of Q2 2021.

Westside Investment Management reported no remaining Plains All American Pipeline position as of Q2 2021 after selling out during the quarter.
Westside Investment Management sold 4,000 Plains All American Pipeline shares in Q2 2021, an estimated $36.
Westside Investment Management first reported a position in Plains All American Pipeline in Q3 2017 and held it in 12 quarters.
Westside Investment Management's Plains All American Pipeline position peaked at $72.9K in Q2 2019.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2021.

Based on Westside Investment Management's 13F filing for Q2 2021, filed 28 Jul 2021.