WFG Advisors’s Plains All American Pipeline PAA Stock Holding History

WFG 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 Q2	$1.76M	Buy	66,841 +13,304	+25%	+$368K	0.4%	64
2017 Q1	$1.69M	Sell	53,537 -12,617	-19%	-$399K	0.45%	50
2016 Q4	$2.14M	Sell	66,154 -3,425	-5%	-$108K	0.52%	41
2016 Q3	$2.19M	Buy	69,579 +1,358	+2%	+$38.8K	0.54%	37
2016 Q2	$1.88M	Sell	68,221 -6,792	-9%	-$164K	0.5%	41
2016 Q1	$1.57M	Sell	75,013 -6,067	-7%	-$128K	0.46%	46
2015 Q4	$1.87M	Sell	81,080 -6,090	-7%	-$164K	0.56%	34
2015 Q3	$2.65M	Buy	87,170 +3,940	+5%	+$144K	0.83%	21
2015 Q2	$3.63M	Sell	83,230 -4,246	-5%	-$204K	1%	14
2015 Q1	$4.27M	Buy	87,476 +45,280	+107%	+$2.25M	1.19%	9
2014 Q4	$2.17M	Sell	42,196 -2,645	-6%	-$141K	0.44%	37
2014 Q3	$2.64M	Sell	44,841 -44,635	-50%	-$2.62M	0.5%	30
2014 Q2	$5.37M	Buy	89,476 +2,792	+3%	+$159K	1%	9
2014 Q1	$4.78M	Buy	86,684 +1,133	+1%	+$59.5K	0.96%	10
2013 Q4	$4.43M	Buy	85,551 +3,218	+4%	+$164K	0.63%	23
2013 Q3	$4.34M	Sell	82,333 -944	-1%	-$50.4K	0.67%	24
2013 Q2	$4.65M	Buy	+83,277	New	+$4.72M	0.77%	14

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WFG Advisors's PAA Position: Q2 2017 in Review

WFG Advisors increased its Plains All American Pipeline (PAA) stake by 25% in Q2 2017, buying an estimated $368K and bringing the position to 66,841 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #64.

WFG Advisors first reported a position in PAA in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.37M in Q2 2014. 407 funds tracked by Wall St. Rank hold PAA as of Q2 2017.

WFG Advisors held 66,841 shares of Plains All American Pipeline worth $1.76M as of Q2 2017.
WFG Advisors bought 13,304 Plains All American Pipeline shares in Q2 2017, an estimated $368K.
Plains All American Pipeline made up 0.4% of WFG Advisors's portfolio in Q2 2017, its #64 holding.
WFG Advisors first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Plains All American Pipeline position peaked at $5.37M in Q2 2014.
407 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.